The Economic Times
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| 20 September, 2020, 07:18 PM IST | E-Paper
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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

    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

    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

    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

    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

    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

    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

    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.

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