Water is widely considered to be the next ‘big trade’ on Wall Street and trying to select the best bets to profit from this trend has been a hot topic among analysts in recent months. However, for the most part this analysis has concentrated on those companies that are set to profit the most from this opportunity and there’s been little coverage of businesses that could suffer as the world’s demand pushes water prices up further.
This topic is something analysts at HSBC consider in a research note published today. Titled “Water Stress And Credit” the report takes a look at the credit of firms operating in areas of water stress -- where water withdrawals are high relative to...

