Primer: Nmdc Ltd (NMDC IN) - Aug 2026
NMDC is India's largest iron ore producer, commanding a significant market share and benefiting from high-quality, low-cost reserves, which...
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Introduction: Initiation of Coverage in the Materials Sector
We provide readers with an introduction to our initiation on commodities. We also provide a rationale as to how our coverage will be comprehensive...
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NMDC Limited — Deep-Value Core of India’s Iron Ore Chain
Strong operational performance and growth prospects drive a deep-value investment opportunity with steady margins and significant capacity...
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Iron Ore’s Outlook Turns Constructive as Supply Signals and Mill Activity Improve
Port inventories edge higher, while blast furnace restarts and BHP’s grade restrictions could gradually tighten market balance in coming weeks.
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Iron Ore Tug-Of-War: China Liquidity Return Vs. Managed Money Short Buildup
Iron ore futures slipped by 1.4% last week, then rebounded after blast furnaces ramp up and post-holiday liquidity push. Still, the narrative is...
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