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COMMODITY SUPER CYCLE
Long-term Investing: Ecosystem with an edge called India; 12 large- mid- and small-cap stocks with upside potential of up to 34%Tactical investing should not be confused with long-term investing. In a world where geopolitical risk, commodity shocks, and uncertainty a...- India’s protein boom runs into a whey crisis as prices surge 4X, shortages loomProtein-rich foods are becoming more expensive in India. Global supply issues and rising demand are pushing up the cost of whey, a key ingr...
- ETMarkets PMS Talk | From Rs 1 crore to Rs 85 crore in 24 years - the power of high-conviction investing, says Alok AgarwalAlchemy Capital Management's Alok Agarwal highlights how a high-conviction, benchmark-agnostic approach has yielded extraordinary long-term...
- Wealth creation is also about ignoring noise on the street: 15 mid- and small-cap stocks from different sectors which fit the billIn the April 2022-September 2024 bull market, every management appeared capable. Margins expanded, working capital looked manageable, capit...
- Prediction markets say they're different from sportsbooks. Gambling addicts say it's all the sameThe soccer coach had blocked himself from sportsbooks by the time he found prediction markets.
- Are metals turning defensive? 5-year returns rival, even beat traditional safe havensMetal stocks are outperforming defensive sectors, delivering strong returns driven by structural demand shifts and supply constraints. Fact...
- For investors with ability to think beyond FY27: 5 mid-cap stocks from different sectors with an upside potential up to 33%The US blockade of the Strait of Hormuz, a claim by President Trump that negotiations are not dead in the water, and some tough talk from I...
- Electronics companies stockpile amid rising input costs and supply chain uncertaintyCompanies are building up stocks of memory chips and plastics. This is happening because input costs are rising and supplies are uncertain....
- Commodity super cycle not going to play out; don't get into steel now: Sandip Sabharwal“The commodity super cycle is not going to play out. There was a sharp up move and now we could see a possible downturn on a prolonged basi...
- Shankar Sharma sharply cuts exposure to Indian, global commodity playsShankar Sharma’s move came despite Indian metal stocks hitting their lifetime highs last week and optimism surfacing among investors about ...
- There is no super-cycle in commodities, says Max Life CIO Mihir VoraGlobal commodity prices have, however, tailed off in recent weeks, as more evidence gathered that the global economy would take more time t...
- Pramod Mittal-led companies fail to ride commodity super cycle, lose executivesOther Independent directors Rupanjana De, Sujit Kumar Majumdar, Kashi Prasad Khandelwal and Susil Kumar Pal have also resigned from the boa...
- No commodities 'super-cycle' but copper demand from green economy bright"We're not a huge believer in a super-cycle now. You've started to see some central bank starting to taper bond buying and if they are not ...
- Citi turns defensive as valuations and international commodity prices soarCiti has a target of 14,800 on the Nifty by December this year, which implies a minor downside from current levels. The Nifty closed at 15,...
- Are we in for the return of commodity supercycle?For various reasons, commodities have bounced back in the last three years.
- If China Killed Commodity Super Cycle, US Fed Is About to Bury It"Without fail, every single industrial commodity company allocated capital horrendously over the last 10 years," Lapping said.
- Commodity prices will dip as super-cycle ends: Goldman SachsCommodities from iron ore to copper and Brent crude will drop over the next five years as global supplies climb, according to Goldman Sachs...
- A Future that's TenseSupply appears to be progressively less able to adjust rapidly to changes in demand because new reserves are more challenging and expensive...
- Is it the end of the commodity super cycle?After enjoying a historical bull run, commodity prices have cooled down in the past year and are likely to be in a subdued territory for so...
- Commodities 'super cycle' not ending on demand for raw materials, says Goldman SachsThe "super cycle" of gains for commodity prices is not ending as improving global economic growth boosts demand for raw materials, Goldman ...
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