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.
Vedanta Aluminium at earnings inflection point? Here’s why Motilal Oswal sees 21% upside
Motilal Oswal has reiterated its Buy rating on Vedanta Aluminium Metal with a target price of Rs 540, implying 21% upside. The brokerage expects EBITDA