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COMMODITY SUPERCYCLE
AI, clean energy push may trigger new commodity supercycle: ReportInvestments in artificial intelligence (AI) infrastructure, the global clean energy transition and supply-chain reshoring could trigger a n...- Non-AI Nifty suddenly beating Nasdaq, South Korea & Taiwan bourses: Is the global tech trade finally reversing?India's Nifty is surprisingly outperforming global tech giants like Nasdaq, South Korea, and Taiwan, marking a potential reversal in the AI...
- The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chipsDBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...
- Vedanta listing: Why its aluminium business is the undisputed crown jewel of the mega 4-way demergerFour demerged entities of Anil Agarwal-led Vedanta Group are set to begin trading on Monday, with Vedanta Aluminium Metal Ltd (VAML) expect...
- 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 ...
- ETMarkets Smart Talk | 10–15% allocation to gold and silver is enough for portfolios: Sandeep BaglaGold and silver have maintained their value in a volatile 2026, prompting investor interest. However, experts advise limiting precious meta...
- 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...
- Supercycle or China cycle? Funds wait for Dr Copper's callCopper is bubbling away just below February's decade high of $9,617 per tonne, London Metal Exchange (LME) three-month metal last trading a...
- Are we in for the return of commodity supercycle?For various reasons, commodities have bounced back in the last three years.
- Commodities pare $40 billion of hedge funds' wealth since 2008: ReportThe trader and asset manager said the perception of commodities as an investable asset has been replaced by a 'generalised aversion'.
- Such a good fall: Oil & gold booms are over, good for global economyWe are now entering a long period of falling commodity prices, which could last two decades, says Ruchir Sharma.
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