A risk consultancy has warned that severe weather disruptions, combined with ongoing war-related fuel and fertiliser supply shocks, are driving up food inflation across Asia and could trigger civil unrest in several vulnerable markets. This matters because agriculture and energy-import-dependent economies are already seeing locked-in crop and supply damage from disrupted planting decisions, meaning risks may persist even if geopolitical tensions ease in coming months. Food producers, commodity traders and governments in affected regions may be impacted, with some investment funds already positioning to capitalise on anticipated volatility in food prices as the situation develops.

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