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Why the commodity theme looks good for tactical allocation in equity?
In the past, it’s been difficult for investors to make money in commodity stocks because either they have invested in times when stock prices have already moved up sharply or they have invested in companies that do not show capital discipline, taking huge borrowings, generate low free cash flows and have low shareholder payout.
Is the next big fall in oil coming soon?
The rally in equities might fizzle out sooner than markets anticipate and if that happens, oil markets will face stronger heat and WTI oil prices might fall towards $36.
Shift to infrastructural spending, EVs likely to drive Nickel higher
After collapsing in the early months of 2020, base metal prices recovered on the back of a stellar recovery in China’s economy (since Q2 -2020) whilst the rest of the world continued to struggle taming the novel coronavirus.
View: Gold's fall won't drive it below $1,700 again
It fell further Wednesday, as low as $1,863 an ounce, breaking the back of an extraordinary rally. Since smashing through a long-term ceiling of around $1,350 a troy ounce last June, it had risen to a record of $2,064 an ounce earlier this month.
What helped copper prices cover lost ground
The impressive bull run was majorly supported by three pillars: stellar recovery in China’s economy, mounting strains on supply from key producers and massive stimulus programmes by global central banks.
All gas? No, natural gas indeed up for some volatile times ahead
Natural gas is a traders paradise and volatility is going to be the key in the coming sessions as we move into winter in the US, which will start from October onwards.
BULL'S EYE
20 smallcaps, midcaps with over 25% ROE on radar post Sebi order
Brokerages are bullish on a couple of stocks from the list. Way2Wealth Brokers recently recommend
Even with zero Q1 sales, this stock is a box office hit among brokerages
Analysts say one can wait and ‘hold’ the stock till things get clearer. Liquidity and cost contro
Which sectors to buy into & which ones to avoid? Nilesh Shah, Navneet Munot & Anand Radhakrishnan answer
Mid, small and penny caps are moving up, suggesting a gradual building up of retail trading menta
Blockbuster IPOs: Happiest Minds, Snowflake herald big shift in tech investing
Digital technology share sales point to new-age revenue streams that justify significant IPO valu
80% jump in 6 months, Covid vaccine can give this stock a shot in the arm
Opportunity to launch a vaccine would mean one-time exceptional business gain, brand boost
CAMS IPO price band fixed at Rs 1,229-1,230; issue to open on Monday
The anchor allotment will be announced on Friday. The IPO will close on September 23.
No sharp correction, there could be 'short and swift' declines in market: Sunil Singhania
‘I don't see the markets correcting by 20%-25%. We would be optimistic and buyers in the market.’
RBI battle-ready, willing to take necessary steps to promote growth: Shaktikanta Das
Das said the RBI is closely monitoring the market and is in constant engagement with all India fi
Zero return for 5 years, and then 3,200% in next 6: This stock is fishing in deep waters
Superior return ratios back up the outstanding performance of the stock: return on capital employ
Market Movers
Markets Videos
End game for oil? OPEC prepares for an age of dwindling demand
coronavirus crisis may have triggered the long-anticipated tipping point in oil demand and it is focusing minds in OPEC.
View: The smart money doesn’t like stocks but loves gold
In the first quarter, sovereign funds had reduced their exposure to equities to the lowest level since at least 2014.
Silver outperforms gold, gains 30% from March lows; may test Rs 53,000 levels
If it sustains above Rs 51,330 per kilogram then it will extend the gains towards Rs 52,100-53,000 per kilogram in the coming days.
Oil prices may again fall into negative territory if Iraq doesn’t comply with OPEC+ deal
Iraq is OPEC's second-biggest crude producer and more than 90 per cent of the state budget, which reached $112 billion in 2019, is derived from oil revenues.
It’s not just gold that glitters: Knock, knock! Silver is spiking too
What’s intriguing for the silver chart is the “rare of rarest price pattern.”
The golden era for yellow metal is here to stay
Although international markets and Indian gold prices move in tandem, the rupee depreciation of around 6 per cent boosted the returns of gold back home.
View: Trump’s inaction makes oil market management harder
What’s happens next could hinge on the epidemic in the US.
Now you can hedge almond price risks using BSE futures contract
Last year, India imported 1,31,000 tonnes of almonds valued at $666 million
Second wave of Covid cases to keep oil prices in check; WTI to hover around $36/barrel
Markets saw a steep sell-off after getting confirmation that Opec+ would extend current cuts.
View: Oil demand isn’t roaring back yet
There is a rebalancing of supply and demand in the offing, but consumption hasn’t picked as hoped.
