Copper remains central to the global green transition, with demand rising sharply in Asia, especially China and India. While electrification and EVs drive consumption, supply constraints from aging mines, environmental rules, and geopolitical issues may fuel future deficits. Despite near-term volatility, long-term market sentiment stays bullish.
India’s macro setup stable, but markets await earnings firepower: Hemang Jani
Hemang Jani suggests favoring Swiggy, Eternal, or Policybazaar over Nykaa among new-age companies, citing Nykaa’s lackluster performance. He anticipates stable market conditions with a focus
July 3, 2025