Muted Q3 pricing, volume strength to anchor cement sector outlook: Jyoti Gupta

Cement prices saw a slight dip last quarter, but robust demand and increasing volumes offer strong sector support. Despite short-term price volatility due to capacity additions and cost pressures, the medium-term outlook is positive. Price hikes are emerging in March, especially in non-trade segments, signaling a volume-driven cycle.

Global markets absorb Venezuela shock amid rising geopolitical risks

Global markets showed muted reactions to the U.S. announcement of taking control over Venezuela, despite rising geopolitical risks. Asian equities rose, oil prices dipped slightly, and gold saw modest gains as investors sought safe-haven assets. Analysts attribute the calm to Venezuela’s relatively small current oil output and the long-term nature of any production recovery.

Japan’s 10-year yield inches higher after moderately firm bond auction

Japan’s 10-year government bond yield increased on Tuesday. This followed a bond auction with a moderately firm outcome. Market participants are concerned the Bank of Japan is not acting fast enough on inflation. They expect further interest rate hikes. Longer-dated bond yields also saw an upward movement. Shorter-dated yields experienced a slight decrease.

CSB Bank a rerating candidate, buy-on-dips strategy advised: Sunny Agrawal

Indian equities saw renewed interest in interest-rate sensitive and consumption-linked pockets, with real estate and FMCG stocks drawing attention. Market participants are increasingly hopeful that the December quarter could mark a turnaround for the real estate sector. Select banking names also remained in focus, with CSB Bank highlighted for its strong provisional numbers and growth […]

Copper climbs to record high above $13,000 after strike at Chilean mine

Copper prices surged to a record high above $13,000 a ton, driven by supply concerns stemming from a strike at a Chilean mine and dwindling warehouse stocks. Forecasts predict significant deficits in refined copper supply through 2027, further fueling the price rally. Other base metals also saw gains amid potential shortages.