Global commodity markets are experiencing volatility, with aluminium prices surging due to supply disruptions and strong Chinese demand, leading to record profits for smelters. Copper prices are also elevated due to supply issues, while steel faces pressure from falling demand and rising coking coal costs. Precious metals, gold and silver, are both viewed bullishly despite their differing market drivers.
Goldman Sachs’ India bets: 8 stocks rally up to 85% in CY26; one new addition
Goldman Sachs’ India equity portfolio fell 6% in CY26 amid mixed stock performance. While 18 stocks declined sharply, eight delivered strong gains, led by GNG