Managing portfolio companies through prolonged fuel uncertainty

When your portfolio company's fertiliser costs are spiking and you can't absorb or pass on all the increases, what do you do? Ganen Sarvananthan uses a real flower business example to illustrate the impossible choices facing Southeast Asia portfolios with up to 90% Middle East oil dependency. And with no clear end to the conflict in sight, how are investors deciding when — or whether — to deploy new capital? Bruce Crane draws parallels with COVID and tariff shocks to reveal what separates the winners from the rest.