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COPPER SUPPLY CHAIN
Adani Enterprises, Odisha govt sign pact for Rs 1.08 lakh crore aluminium plant with IHCAdani Enterprises is set to invest a massive Rs 1.08 lakh crore in Odisha for a new greenfield aluminium project, in partnership with Abu D...- Amber Group eyes $2 billion revenue milestone soon; invests Rs 6,750 crore in UP projectsAmber Group is poised to reach USD 2 billion in revenue soon, fueled by robust growth in its consumer durables, electronics, and railway/de...
- West Asia conflict may delay India's chip projectsIndia's ambitious semiconductor projects, including Tata Electronics' Dholera fab, face potential delays due to the West Asia conflict. Log...
- The Adani stock Morgan Stanley thinks could benefit most from India’s infrastructure pushMorgan Stanley has initiated coverage on Adani Enterprises with an Overweight rating and a target price of Rs 3,638, implying a 23% upside....
- A stock trader’s guide to navigating rare ‘Super El Niño’As fears over the Iran conflict ease, investors are turning their attention to climate risk, with a potential “Super El Niño” emerging as a...
- Yuan or Dollar? Indian businesses explore alternatives as import costs climbIndian businesses, particularly MSMEs, are hesitant to adopt yuan-denominated settlements despite a weakening rupee. They prioritise locali...
- India readies Rs 12,000 crore push for local battery component manufacturingIndia is set to launch a new incentive scheme to boost local manufacturing of advanced cell battery components. This initiative aims to red...
- Trump's critical minerals pricing plan faces skeptical G7, divided industryAmerica's plan to control critical mineral prices faces hurdles. G7 nations and the US mining sector are divided. The proposal aims to redu...
- Time to adopt a tactical perspective? 6 metal stocks, 4 with an upside potential of up to 14%In metal stocks, ‘buy, forget, and return after five years’ is not the best strategy to adopt. The sector is cyclical, global, China- and t...
- Long-term investing: The only play in today’s market; 5 large-caps from different sectors with upside potential of up to 33%Belligerence is back. Both the US and Iran are hitting each other and the statements from both sides do not auger well for a peace deal. Th...
- Record 5.4 lakh homes set for delivery in 2026, but West Asia war clouds execution outlookIndia's top cities are set for a record housing completion in 2026. Over five lakh homes are scheduled to be delivered. Developers face cha...
- China's control over indium phosphide exports threatens AI data centre rolloutAnderson's visit was partly to raise the issue of delays in China's export licenses involving the highly strategic material, essential in m...
- South America to ramp up India outreach despite geographyIn an era of growing diplomatic relations, South American countries are increasingly turning to India, with Argentina leading the charge by...
- From inputs to retail, a monster rages through: As supply-side inflation pressures build, the implications for monetary policyIndia's inflation is shifting from producers to consumers, driven by cost-push factors like rising global commodity and energy prices. This...
- Vanguard slashes Ola value; War chokes PCB supplyAmerican investor Vanguard has sharply cut the fair value of Ola's parent company. This and more in today's ETtech Top 5.
- PCB makers seek 50% price hike as Iran war crushes supply chainsDomestic PCB manufacturers are demanding a 45-50% price increase and duty exemptions for imported components due to escalating production c...
- Chile offers India critical minerals play as CEPA talks near finish lineChile is offering India significant opportunities in critical mineral mining, including copper, lithium, and cobalt. These minerals will po...
- Circulate Capital commits $150 million to India to invest in recycling companiesCirculate Capital has committed $150 million from its second fund to Indian recycling companies, building on initial successes. The firm, b...
- 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...
- Global power equations to shift further towards energy, critical minerals: Former Vedanta Group CEOGlobal power is shifting towards energy security and resource control. Geopolitical tensions are reshaping industrial supply chains. Critic...
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