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DOMESTIC COPPER PRODUCERS
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...
Trump’s copper tariff decision hangs over global metal marketThe global copper market is on edge as President Trump weighs imposing tariffs on refined copper imports. A decision, expected soon, could ...
Karo Sambhav raises Rs 56 crore from Rainmatter to expand critical mineral recovery from e-wasteKaro Sambhav, a circular economy startup, secured Rs 56 crore from Rainmatter. This funding will boost their infrastructure for recovering ...
Gold rush missed: Can India dig its way out of import dependence?India's significant gold imports, exceeding 800 tonnes in 2024 while producing only 2 tonnes, highlight a missed opportunity. Learning from...
Monarch Networth says Nifty can hit 28,000 in 2026, picks three top stocksMonarch Networth Capital expects Nifty to reach 27,000-28,000 in 2026, driven by earnings recovery, capex growth and lower interest rates. ...
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...
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...
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...
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...
Trump temporarily slashes tariffs on farm, industrial equipment from 25% to 15%America's President Donald Trump has reduced tariffs on farm and industrial equipment. Duties on machinery like harvesters and bulldozers w...
Markets poised for a positive run if geopolitical risks ease: Ambareesh BaligaMarket veteran Ambareesh Baliga sees Indian equities well-positioned if geopolitical tensions ease and macro conditions remain supportive. ...
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...
Copper up 9% since Iran war, near January peak. Will AI boom, shortage propel red metal to new highs?Copper prices are surging, driven by a confluence of factors including geopolitical tensions, structural supply shortages, and booming AI-d...
For investors who can think beyond war and austerity measures: 5 large-caps from different sectors with upside potential of 31%A bounce-back after a correction should not be confused with the disappearance of risk. Geopolitical tensions may have faded from daily hea...
Vedanta chief Anil Agarwal backs PM's call to save forex, pitches for mining reformsVedanta Chairman Anil Agarwal urged swift mining reforms to boost domestic production of oil, gold, and other critical resources, aligning ...
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...
Commodity Radar: Supply crunch, AI-led demand fuel copper’s record rally. Do current levels offer favourable risk-reward?Copper prices surged to record highs globally, with MCX copper rising 1.3% amid supply disruptions and strong demand from electrification a...
Adani Group unveils sweeping overhaul to accelerate decisions and power next growth phaseAdani Group is streamlining its operations with a new three-layer structure. This move aims to accelerate decision-making and improve execu...