With commodities showing signs of a cyclical recovery, most metal stocks are trading at their 52-week highs. BSE Metal index shot up by 9% last week and has beaten benchmark returns by 2% in the last one year.
Is the increased demand in steel and other commodities here to stay in 2021? As the earnings season begins, what cues should investors be looking out for in the Q3 report cards of the IT majors? We find out this and more in today’s special podcast with independent market expert Rajiv Nagpal.
Listen in.
1) If morning shows the day, what is your reading of TCS earnings? What cues would you be tracking in other IT report cards this week?
2) What’s driving the rally in metal stocks? Are we at the beginning of a new demand cycle in metals?
3) Should long-term investors make fresh purchases now or wait for a correction?
4) Given the recent upswing in prices, what is your outlook for commodities as an asset class in 2021?
Thank you Mr Nagpal. That’s all in today’s special podcast but keep checking this space for more such interesting content. Good bye!
