Page 3 - Metals

Of metals and rare earths

There's an obvious need to diversify sources of rare earth minerals but, despite new finds in Sweden, China will remain the go-to supplier for the foreseeable future

With markets near all-time highs, which sectors should you bet on?

The index has rallied over 20% from its 52-week low led by metals, financials and FMCG shares. Do these sectors have enough legs to take the indices further higher or is it time for sector rotation?

Metal stocks: Will export duty rollback help?

India has decided to remove export duty on steel, and steel making raw material. While industry has welcomed it, analysts do not see any benefit in the near term. How will related stocks be impacted?

Vedanta stock slips over dip in commodity prices despite in-line Q2 show

Soft prices of commodities including metals is weighing on investor sentiment

Vedanta Q2 net profit falls 60% on higher expenses; revenue up 20%

Vedanta's oil and gas business also took a hit due to the windfall tax and lower crude prices in Q2, analysts said

Auto, banks rule the roost in H1FY23; IT and metal stocks laggards

M-cap of Adani group goes up 55.2%, while Tata and Ambani biz houses' declines 10%

Metal sector: Investors should brace for a difficult Q2; H2 could be better

Metal spreads may not yet have bottomed out with guidances indicating Q2' FY 2022-23 may see lower profitability

China's $220-bn stimulus unlikely to reverse global metals meltdown

Extra funds will likely be used to plug Covid-era budget gaps, and won't tackle the bigger issue for metals demand: a subdued property market and a still-struggling manufacturing sector

China stimulus unlikely to reverse rout in the global metals market

While Chinese stimulus played a role in rescuing industrial commodities from slumps in global demand, after the 2008 financial crisis, in late 2015, and in 2020, there's much more caution this time

Investors fear big decline in metal companies' margins and profits

The metal sector also faces headwinds from an investment slowdown in China that accounts for more than half the global metal demand

Q1FY23 Preview: Banks to outshine, metals may disappoint, say analysts

Amid weakening consumer confidence and flaring inflation, analysts say that the corporate earnings this quarter will be a mixed bag, with select pockets like banks being the frontrunners.

Copper prices hit 17-month low over China restrictions, says report

Benchmark copper on the London Metal Exchange (LME) was down 0.8% at $7,982 a tonne at 1602 GMT

Gold edges lower as July rate hikes loom; silver near lowest level in 2 yrs

Gold is currently ranging above $1,800 backed by Treasury yields and the spike in US dollar strength

Second half of 2022 starts with more declines in global stocks, yields

US Treasury yields tumbled on market expectations that US consumer prices will come down close to the Federal Reserve's inflation target.

What's ahead for the distressed IT, banks, realty, and metal sectors?

Amid talks of an impending recession, select pockets in the market have been hit the hardest and have entered the bear zone. Find out the fundamental and technical outlook for these sectors

Distressing times await metals and OMCs

The govt has levied duties on steel exports to curb inflation. But it came as a setback for the metal and oil marketing companies. Find out the impact of this policy decisions and the sector outlook

What's ahead for the defeated IT, banks, realty and metals?

Amid talks of an impending recession, select pockets in the market have been hit the hardest and have entered the bear zone. Find out the fundamental and technical outlook for these sectors

Street betting on revival of metals cycle amid buzz of over-correction

High input costs leading to margin pressure, lower-than-expected realisations are among downside risks

India to benefit from increased global demand for metals, foodgrains

India is well positioned to benefit from the increased global demand for steel, aluminium and foodgrains -- wheat and rice, said brokerage house ICICI Securities.

Vedanta demerger call by March-end: Anil Agarwal

While the zinc business is already housed in a listed subsidiary, the plan is to demerge the aluminum, iron and steel, and oil and gas businesses into standalone listed entities