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COMMODITY SUPERCYCLE
4 demerged units of Vedanta to make D-Street debut on MondayOn Monday, Anil Agarwal's diversified commodities empire takes a bold step as four of its companies make their debut listings. This strateg...- The AI play no one is talking about: Why BofA is snapping up power & metals instead of ITBofA Securities India's Amish Shah advises shifting from IT to infrastructure, citing a 'dangerous gap' in consensus earnings forecasts. He...
- Commodity upcycle: Why copper and aluminium could explode in coming quarters. Should Indians invest?As the precious metals rally matures, market attention is shifting towards industrial commodities like copper and aluminium. Analysts belie...
- First Taiwan, then South Korea? How global AI supercycle is demoting Indian stock marketA global AI-led market shift is driving massive foreign capital outflows from India toward East Asia’s technology hubs, with overseas inves...
- The next phase of India manufacturing: HDFC AMC’s Rakesh Sethia breaks down real winners in EMS, aerospace & autoIndia's manufacturing sector is transitioning to deep tech localization, fueled by robust domestic demand and government incentives. HDFC A...
- Adani Power vs. Green vs. Energy: Why mutual funds are betting billions on this electrification trioIndian mutual funds are significantly increasing their stakes in Adani Power, Adani Green Energy, and Adani Energy Solutions. This strategi...
- US Stock Market: AI-fueled memory supercycle boosts chip stocks while hardware companies struggleThe AI boom is causing a global memory chip shortage. This is creating winners among chip makers like Micron and Samsung, whose shares are ...
- Where’s the Indian mutual fund sector going ahead? 6 big trends to watch out forMutual fund trends highlight a structural shift in investor preference towards mid and small caps, sectoral themes, and multi-asset funds, ...
- PSU mutual funds see Rs 4,498 crore outflow in March: ReportPSU mutual funds saw Rs 4,498 crore in outflows in March, a mild improvement from February, according to Vallum Capital. While PSU funds po...
- Time to add silver to your portfolio? With silver undervalued, here’s why this is the right time to investWith rising geopolitical tensions and central banks aggressively accumulating precious metals, sceptics may need to reconsider the role of ...
- 3 reasons why we may be at the cusp of the beginning of the commodity supercycleIt is generally accepted that commodity price supercycles are likely triggered by unexpected increases in demand. The immediate effect of a...
- The commodities supercycle is losing steam. What does it mean for Indian firms?The prolonged period of robust demand for metals might be coming to an end. Indian companies — already feeling the heat of inflationary and...
- Commodities in a supercycle? This $14 bn fund manager says, hell no!In the last one year, Nifty Metal Index has rallied over 150 per cent. Now, thanks to rising crude and gas prices, related stocks have also...
- 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...
- 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,...
- Citigroup tweaks model portfolio to be more defensive, cites elevated valuationsCiti has a target of 14,800 on the Nifty by December this year which implies a minor downside from current levels.
- Are we in for the return of commodity supercycle?For various reasons, commodities have bounced back in the last three years.
- 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...
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