On a day when whole global markets are bleeding, Its interesting to note that aluminium stocks are zooming and outperforming massively. Something’s Cooking for sure. Let’s dig deep to find out whether there is any potential theme playing out in aluminium in the medium term.
Just got this from the below post. If there is supply disruption in Russia, India will be able to export aluminum globally and all the aluminum producers may get a big advantage. Can be advantageous.
Im aware sir Just that it doesnt ensure an opportunity for the whole decade something else has to add up too… and that’s what we are trying to figure out
Price of metals spiking up is great for the company and stock price but not great for the consumers or manufactures.
There are manufacturing companies who are deferring from doing Capex because the Copper cost has gone up double since pre pandemic.