Cotton & wool
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India's cotton exports may fall less than thought

Weak domestic consumption, and demand from flood-hit Pakistan, support Indian export prospects in the face of falling Chinese interest

Extent of hedge fund short-closing in ags revealed
Hedge funds raise bullish positioning on ags by more than 50,000 contracts, led by short covering. Bullish positioning on coffee hits a six-year high
Corn a better bet than soybeans - Commerzbank
The bank cuts forecasts for a range of crops, buts its expectations for soybeans are particularly downbeat. Are rapeseed and cotton undervalued?
Have hedge funds ended wave of selling in ags?
Hedge funds' net long position in ags stays stable for a fourth week, as selling in corn and soy is matched by less bearish takes on cotton and sugar
Aussie dryness grave for cotton, less so for wheat
ANZ backed a Monsanto estimate that Australia's dryness has halved cotton sowings. But the bank is not so downbeat on wheat harvest prospects
Deutsche urges long bet in ags, especially cocoa
Deutsche Bank follows up supportive comments last week by recommending investors go long on ag commodities. Ebola gives an extra reason to back cocoa
Hedge funds 'caught out' by crop price reversals
Hedge funds late to join the spree of negative bets on agricultural commodity prices may find themselves sitting on losses, thanks to price rebounds
ICAC cuts cotton price forecast to six-year low
The intergovernmental group lowers again its estimate for cotton prices this season, despite a - relatively - upbeat forecasts for Chinese imports
Goldman warns on soy as it cuts crop price outlook
Goldman Sachs lowers its outlook for futures in corn, cotton, soybeans and wheat. But it is soybean prices which have the most downside
Cotton, soy, ethanol lead Louis Dreyfus revival
The commodities giant enjoys a far stronger start to 2014 than 2013, as good processing margins and "strong" cotton profits offset dairy weakness
Hedge funds lift bearish wheat bets to record high
Hedge funds' net short position in Chicago wheat hits the highest on records starting in 2006. They - perhaps unwisely - sell sugar notably too
SocGen eases jitters over China's cotton quota cut
Will China's decision to keep its cotton import quota to a minimum "fundamentally change the market"? The bank says the answer is a "maybe"
China quota cut leaves cotton market 'in a coma'
Cotton futures tumble after China says it will not issue extra import quota, beyond that the WTO requires, boding ill for exporters such as the US
Cotton prices - will they defy doomsters again in 2014?

Cotton prices proved remarkably strong, compared with most ags, in 2013. But can they maintain their strength, against concerns over Chinese reforms?

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