IRON ORE PRICES
Time to adopt a tactical perspective? 6 metal stocks, 4 with an upside potential of up to 14%
In metal stocks, ‘buy, forget, and return after five years’ is not the best strategy to adopt. The sector is cyclical, global, China- and tariff-sensitive, and dependent on where prices are in the cycle. But that is also why these stocks can deliver sharp returns when the cycle turns even slightly. The current set-up is not clean. China is still weak in property, global prices are influenced by tariff and supply concerns, even as domestic metal companies are financially stronger than they were in the previous cycle. That makes metals a tactical opportunity; but only for investors willing to regularly review their positions.
Vedanta listing: Why its aluminium business is the undisputed crown jewel of the mega 4-way demerger
Four demerged entities of Anil Agarwal-led Vedanta Group are set to begin trading on Monday, with Vedanta Aluminium Metal Ltd (VAML) expected to emerge as the biggest winner. Analysts believe the pure-play aluminium business could see the strongest listing gains, backed by robust fundamentals and favourable industry dynamics.
Vedanta listing: Aluminium, Power, Oil & Gas, Iron & Steel share trading starts Monday. Target price and what else to expect
Four Vedanta entities are set to list on stock exchanges on Monday, June 15, following a mega demerger. Vedanta Aluminium is expected to debut with a market cap of Rs 1.74 lakh crore, potentially surpassing its parent company. The demerged companies will initially trade in the Trade-to-Trade segment.
These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 27%, according to analysts
We are in a phase in the US-Israel-Iran war where statements are made, then retracted. And, in a matter of just 48 hours, they are made all over again. Such back and forth will likely only continue in the near future. The worry is that this conflict in the Gulf will not be resolved soon and, much like the Russia-Ukraine war, will just continue without a clear outcome for either side.
Vedanta demerger: Which demerged stock should you buy after their market debut on June 15?
Vedanta's mega demerger sees four new companies listing on June 15. Analysts suggest Vedanta Aluminium Metal as a strong buy due to capacity expansion and robust LME prices. Other demerged entities like Vedanta Power, Oil & Gas, and Iron & Steel are expected to debut as small-cap stocks.
Dry-Bulk shipping rates extend decline as capesize demand cools
This decline is attributed to cooling demand in larger vessel segments, particularly Capesizes, despite a strong first half of the year. An increase in vessels sailing without cargo signals weakening demand relative to supply.
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Charting the global economy: Jobs, inflation feed rate-hike bets
Strong hiring across sectors and expanding manufacturing activity signal labor market strength, while upcoming US price data and ECB decisions will shape market sentiment.
Global Markets: Australia shares log worst week in nearly a month with US-Iran talks stuck in limbo
Australian shares experienced their worst week in nearly a month, with the S&P/ASX 200 index closing down 0.7% on Friday. Escalating U.S.-Iran tensions and conflicting Middle East headlines left investors uneasy, prompting profit-taking and a reassessment of risks from high oil prices and geopolitical instability. Financials and resources sectors saw significant declines.
Rising crude and aluminium prices: Bharat Subramanian on what it means for India's energy and metals sectors
Geopolitical tensions in West Asia are driving up oil and aluminium prices. This benefits upstream oil explorers while squeezing oil marketing companies. Analysts see a potential new commodity upcycle. Aluminium prices are expected to peak next year. China's demand remains a key factor for global commodities. Investors are watching for government decisions on windfall taxes.
Vedanta demerger: What recent large demergers of Tata Motors, ITC and others tell us about possible listing timeline?
Vedanta's mega demerger has created four new entities, with investors eagerly awaiting their stock market listings. Drawing parallels from recent large demergers like Tata Motors and ITC Hotels, these new companies could see listings ranging from three weeks to several months, depending on regulatory hurdles and operational progress. Analysts suggest Vedanta's demerged units might list within 4-8 weeks.
Automakers' joy ride hits a big cost hurdle
Rising input costs and freight charges, driven by the West Asia crisis, are pressuring automakers to increase vehicle prices. This surge in expenses, coupled with a depreciating rupee, threatens to derail the strong demand rally seen post-GST cuts. While sales have shown robust growth, companies face a dilemma between absorbing costs or passing them to consumers.
Vedanta demerger: At what price will each of the four new companies list? Check cost of acquisition
Vedanta has completed its demerger, with investors awaiting the listing of four new companies. The company has shared the cost of acquisition ratios for these entities. Shareholders will receive individual cost allocations for Vedanta, Malco Energy, Talwandi Sabo Power, Vedanta Aluminium Metal, and Vedanta Iron and Steel. Analysts have provided target prices for these demerged companies.
Petroleum dependence significant across core sectors, official data shows
As oil prices climb, significant Indian industries brace for impact. Transportation, farming, and power generation are especially reliant on petroleum, making them prime targets for economic instability with the unrest in the Middle East. Furthermore, mining and iron ore sectors also show marked susceptibility as recent data unveils these stark vulnerabilities in the economy.
Australian shares flat as housing-tax changes, global risks cap volatile week
Australia's federal budget on Tuesday proposed curbing negative gearing to encourage investment in new housing, raising concerns about slower mortgage demand.
Vedanta demerger: Do you have the unlisted shares in your demat account? Here’s all you need to know
Vedanta's recent demerger has resulted in four new unlisted companies added to shareholders' demat accounts. These entities are expected to list and commence trading on BSE and NSE by mid-June, following regulatory approvals. Investors are now awaiting the market debut of these spun-off businesses.
Trump's proposed 'Golden Dome' estimated to cost USD 1.2 trillion, far more than he initially said
President Donald Trump's ambitious "Golden Dome" missile defense system is projected to cost a staggering USD 1.2 trillion over two decades. This futuristic plan, intended to protect America, is significantly more expensive than initially announced. The Congressional Budget Office analysis highlights the substantial financial commitment required for this advanced defense initiative.
Global Markets | Australian shares fall for third day as banks weigh ahead of federal budget
Australia's stock market saw a decline for the third consecutive day. Banks led the losses as investors anticipated a federal budget focused on spending cuts and reforms. The market reacted to the Reserve Bank of Australia's recent interest rate hike due to persistent inflation. While some sectors like infrastructure and healthcare were spared, broader market sentiment remained cautious.
Global Markets | Australian shares slide as banks, CSL drag; US‑Iran tensions hit risk appetite
Biotech darling CSL tumbled 16% after it slashed its full-year 2026 outlook and flagged a $5 billion impairment. The stock dragged the healthcare index 6.5% lower to an over eight-year low.
India's mining sector can create 25 million jobs by 2047: Report
India's mining sector is poised for significant growth. A new report suggests "Mining 5.0" can boost the economy by USD 500 billion and create 25 million jobs by 2047. This transformation relies on artificial intelligence, integrated digital systems, and sustainable practices. The industry is shifting towards value-driven, technology-enabled operations.
India steel sector grows in April, crude output up 5.8%, consumption up 8.1%
India's steel sector showed strong growth in April 2026. Production and consumption of steel increased significantly. This performance reflects robust domestic demand and steady activity in infrastructure and manufacturing. Steel companies are investing in capacity expansion. Green steel initiatives are progressing with certifications issued to many producers. Domestic steel prices are recovering. The industry is well-positioned for continued growth.
NMDC hikes iron ore prices by Rs 200 tonne
State-owned NMDC has raised iron ore lump and fines prices by Rs 200 per tonne, effective immediately. Baila lump ore is now priced at Rs 5,500 per tonne and fines at Rs 4,700 per tonne. This price hike, exclusive of various taxes and fees, will impact steel manufacturing costs.
Global Markets | Australian stocks recover as banks, miners advance on improved risk sentiment
Australian shares rebounded strongly, driven by gains in banks and miners, as positive developments in U.S.-Iran relations boosted investor confidence. The benchmark index saw a significant rise, its highest close in months. Financial stocks surged following the Reserve Bank of Australia's recent rate hike, while miners benefited from firm metal prices and renewed Chinese demand.
Vedanta shares rally 9% in four days after demerger. Should you buy?
Vedanta shares rose after adjusting for its demerger. The stock turned ex-demerger from April 30 (record date May 1), leading to a sharp price reset as four business units were spun off. Despite the adjustment, shares have rebounded strongly, reflecting positive investor sentiment.
Vedanta demerger: When will the four new stocks list on NSE, BSE? Here's what investors can expect
Vedanta’s demerger has left investors awaiting the listing of its four newly carved-out entities, even as the parent stock continues to rise post-adjustment. With filings expected soon and listings likely by mid-June, analysts highlight valuation cues from past demergers and remain optimistic about Vedanta’s medium- to long-term prospects.
Vedanta shares jump 8% after demerger. Should buy, sell or hold the stock?
Vedanta share price surged 8% after its demerger into four entities, with analysts highlighting improved business focus but increased concentration risks. Brokerages remain optimistic on upside potential, supported by strong Q4 earnings, while advising caution for new investors amid ongoing price discovery and evolving valuations of the separated businesses.
Global Markets | Australian shares snap eight-session losing streak; miners lead broad gains
Australian shares rose for the first time this week on Friday, with miners leading a broad-based rebound, as an overnight pullback in oil prices encouraged investors to cautiously rebuild positions.
Vedanta demerger done. Should investors buy or sell the stock now?
Vedanta shares adjusted sharply post demerger, reflecting exclusion of four business units. While strong Q4 earnings and broker targets indicate upside, analysts remain divided. Some recommend waiting for price discovery, while others see value driven by zinc business strength and improved corporate structure post demerger.
Global Markets | Australia shares hit four-week low; Woolworths dives as rising costs earnings
Australian shares ended at a four-week low on Thursday, extending losses to an eighth straight session as surging oil prices stoked inflation and growth worries, while top grocer Woolworths sank over 7% after warning rising costs would hit earnings.
Vedanta share price adjusts 63% as it trades ex-demerger. What's next for 21 lakh shareholders?
Vedanta's shares adjusted significantly post-demerger of four key units, with the stock opening at Rs 289.50 on NSE. This corporate restructuring, effective April 30, separates Vedanta Aluminium, Power, Oil & Gas, and Steel & Iron Ore into new entities. The company reported strong Q4 results with a 92% net profit surge.
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