Amnish Aggarwal of Prabhudas Lilladher notes that metal stocks have rallied due to raw material price benefits, not volume growth. While safeguard duties offer price support, future returns may be moderate. MNC stake dilutions in Indian ventures are driven by valuation differences and commitment levels, with reductions below 51% potentially signaling reduced interest.
Jefferies is bullish on Adani Ports and 5 other logistics sector stocks. How many do you have?
Jefferies has shared an optimistic forecast for six logistics stocks, highlighting anticipated price hikes. Among them, Adani Ports is projected to rise by 20% from