Iron Ore: Demand Recovery Builds, but Contract Negotiations Could Reintroduce Supply Risk
Iron ore bulls regain footing as Chinese demand improves, but rising inventories, cooling momentum, and supply negotiations threaten to cap further...
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Accessing the Impact of Middle East Disruption on Metals & Mining Sector
The geopolitical tensions in the Middle East have led to an increase in the HRC and rebar prices by 14% and 7% quarter to date, while coking coal...
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Asian Equities: Foreigners Continue to Sell Asia but Market Rotation Setting In
As we approach the end of Feb, Taiwan has turned around. From selling in the first couple of weeks, FIIs have now bought $4.3bn Taiwan equities....
400 Views
Top Conviction Ideas - “Metals and Mining”
Hindalco’s Indian operations stood robust, offsetting Novelis's muted profitability. Consolidated Revenue stood at Rs 66,521 Cr (up 14%/1% YoY...
115 Views
HSIE Results Daily: State Bank of India, Tata Steel, Shree Cement, Repco Home Finance
State Bank of India: SBIN’s Q3FY26 earnings beat estimates on the back of healthy growth on both sides of the balance sheet, stable margins, in...
163 Views