Peter McGuire discusses the volatility in the commodity market due to Trump’s potential tariffs on copper imports aimed at boosting US production. Despite the uncertainty affecting market stability, the demand-supply dynamics and potential disruptions in copper will influence prices. McGuire also observes the interplay between the US dollar index, treasury yields, and inflation, highlighting the complexities in market forecasts.
Valuations still hot as 60% NSE500 stocks trade above 5-year PE levels. What should investor strategy be?
Despite a five-month market downturn, 60% of NSE500 stocks are still trading above their 5-year PE levels, suggesting overvaluation. Analysts advise focusing on quality stocks