A stock trader’s guide to navigating rare ‘Super El Niño’

There is a 63% probability of a very strong 'Super El Niño' developing by 2027, which could push up global temperatures, hurt crop yields, drive power demand, and reignite inflationary pressures, complicating the outlook for central banks. The last comparable event in 2015-2016 caused over $7.8 trillion in lost productivity, and impacts are already being felt, including a delayed Indian monsoon and a halt to Peru's fishing season. Indian sugar millers like Shree Renuka Sugars and Bajaj Hindusthan Sugar face pressure, while irrigation and water management firms such as VA Tech Wabag, Jain Irrigation Systems, Astral, and Shakti Pumps India are positioned as potential beneficiaries.