Aluminum Sector Update - The Era of Energy-Constrained Scarcity
The global aluminium industry has entered a decade of structural realignment, transitioning from a cyclical industrial metal into an energy...
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3 Indian Aluminium Companies that Will Benefit from Supply Shock!
LME aluminium hits 4-year high due to supply shock in West Asia, benefiting Indian producers like Nalco, Hindalco, and Vedanta. Stock-pickers...
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Pre Union Budget Expectations 2026-27
The Finance Minister is set to present the Union Budget for FY2026–27 on 1 st February 2026, at a time when India stands out amid a challenging...
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Q3FY26 Earnings Preview - Metals and Mining
For the Steel companies under our coverage (Tata Steel and SAIL), we expect EBITDA to decline QoQ, mainly led by lower steel sales price...
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Asia Metals Outlook 2026: Scarcity Favours Gold, Copper, Aluminium
Precious and energy-transition metals set to outperform bulks and hydrocarbons through 2026, with top Asia exposures including Zijin, Korea Zinc,...
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