Andrew Ferris of Ecognosis Advisory suggests that inflation is rising. He believes the Federal Reserve will not cut interest rates in September. He finds the S&P 500 overvalued. Ferris highlights that Indian, South Korean, and Taiwanese markets are performing well. He also notes the strength of defence stocks due to ongoing global conflicts.
Commodity upcycle: Why copper and aluminium could explode in coming quarters. Should Indians invest?
As the precious metals rally matures, market attention is shifting towards industrial commodities like copper and aluminium. Analysts believe structural supply shortages, booming AI and