Metal and Mining
Metal and Mining
SECTOR | 23 Apr 2025
Prabhudas Lilladhar
As per our import parity prices calculation, FTA countries can supply material if domestic prices improve beyond Rs53,000/t, limiting price rise. The worsening of US-China trade relations has increased the risk of global demand and economic slowdown over the past month. Metal prices, a proxy for global economic activity, have been under pressure over the last few weeks, in addition to commodity-specific demand-supply issues. China being a major consumer of commodities, further weakness in the economy (which has already been soft over the last few years) can add to the ongoing...
Axis Direct released a Sector Update report for Metal and Mining on 04 Jun, 2025.
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