India Meteorological Department (IMD) ne warning di hai ki November 2026 mein El Nino ki wajah se garmi aur sookha pad sakta hai. Baarish sirf **77%** rehne ka anuman hai, jo Rabi crops ke liye tension ki baat hai.
Rabi Sowing par kya asar padega?
November ka mahina wheat, mustard aur gram ki sowing ke liye bahut important hota hai. Agar soil mein moisture kam raha, toh farmers sowing postpone kar sakte hain ya cultivation area kam ho sakta hai. Isse overall crop production par hit padne ka darr hai.
Food Inflation ka load
Agar production kam hua, toh seedha asar food prices par dikhega. Food inflation badhne se aam aadmi ki jeb par asar padta hai aur central bank ke liye bhi policy decision lena mushkil ho jata hai.
Energy aur Power sector ki dikkat
Kam baarish matlab dams mein pani ki kami. Isse hydroelectric power generation kam ho jayega, jiske baad hamein zyada thermal power par depend rehna padega. Isse power companies ke operational costs badh sakte hain.
FMCG aur Rural demand
Rural economy ka sara game farming income par chalta hai. Agar harvest kam rahi ya input cost badha, toh rural buyers ki purchasing power kam ho jayegi, jo FMCG companies ke liye negative sign hai.
Investors ko kya track karna chahiye?
Coming weeks mein Central Water Commission ke reservoir data, Ministry of Agriculture ka sowing data aur retail inflation reports par nazar zaroor rakhein. El Nino ka impact abhi fluid hai, isliye data points dekh kar hi decision lein.