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The Compass

Strong demand, rising prices brighten near-term outlook for metal stocks

The shares of aluminium manufacturers rallied on Monday on the back of a sharp rise in the price of the lightweight metal over the weekend, following China’s announcement that it will withdraw export tax rebate for the commodity.

Steel prices have rebounded and domestic demand is firm, while non-ferrous metals benefit from tight LME inventories and global supply issues, supporting a positive near-term view on metal stocks

Market Voice

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Geopolitics, muted earnings growth worrying markets: Sunny Agarwal

Sunny Agarwal, head - fundamental research, retail desk at SBI Securities

Sunny Agarwal of SBI Securities said that going ahead, the financial services sector will lead, which includes banks, both public sector (PSU) and private

Market Lens

Institutional investors tilt to financials; capex sectors in focus: Antique

Institutional Investors

In January 2026, mutual funds increased their exposure to domestic sectors such as services, cement, real estate, consumer services, financial services, and power & utilities

Technicals

Nifty Pharma eyes breakout; Biocon, 2 others may rally up to 22%: Analyst

Kunal Shah of Mirae Asset ShareKhan expects breakout on the Nifty Pharma index above 23,500 levels; the analyst recommends Lupin, Biocon and Torrent Pharma as top sectoral stock bets.

Industry Report

Axis Sec sees upside in pharma, hospitals; Lupin, Aurobindo among top bets

Axis Securities has named Lupin, Aurobindo Pharma, Max, and Fortis as top picks, citing strong fundamentals, resilient growth drivers, and robust operational execution

Stocks that are trending in Pharmaceuticals industry

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LTP

Stock Analysis

Premium portfolio, strong Q3 results boost outlook for Marico stock

Marico's strong Q3 performance, rising premium product share and steady volume outlook have lifted investor sentiment, though volatility in Copra and risks abroad remain key concerns