BASE METALS
Trump announces China will supply rare earths, US to now allow Chinese students
Donald Trump announced a rare earths supply deal with China, pending President Xi’s nod. China will supply magnets and rare earths upfront, while the U.S. will allow Chinese students access to its universities. Trump said the U.S. will impose 55% tariffs, compared to China’s 10%, and called the bilateral relationship “excellent.”
Gold price prediction: Will gold hit $3,500 as China–U.S. trade tension, inflation fears, and central bank buying drive demand higher?
Gold prices rise amid growing uncertainty over the new China-U.S. trade agreement and anticipation of fresh U.S. inflation data. On Wednesday, spot gold climbed to $3,329.70/oz, supported by a weaker dollar and strong demand from China, which added to its gold reserves for the seventh month in a row. Investors are watching today’s CPI inflation release, with fears that sticky inflation and Trump’s tariffs may push prices even higher. Market experts warn that while a trade breakthrough could lower gold’s value, any delay or breakdown may fuel a rally toward $3,400.
Commodity Radar: Rally accelerates as crude oil prices jump 10% in a month. Know why to hold your horses
Crude oil prices are currently experiencing a surge, fueled by tight supply and positive market sentiment. However, Anand Rathi Shares and Stock Brokers' Naveen Mathur cautions that this upward trend might be short-lived. MCX crude Oil has showcased strong bullish momentum with a significant breakout above the horizontal trend line.
How can retail investors benefit from gold and silver ETFs?
Gold and silver prices have recently surged, attracting retail investors. Now, investing in these precious metals is possible through mutual funds. Gold and silver ETFs offer a convenient way to gain exposure without physical ownership. These ETFs trade like stocks and mirror the metals' performance. For those without demat accounts, gold or silver funds provide an alternative.
Vedanta Resources eyes investment grade rating, plans to cut debt to USD 3 bn by FY27
Vedanta Resources Ltd (VRL) aims for an investment-grade credit rating, driven by deleveraging, a proposed demerger at Vedanta Ltd, and strong financial performance. VRL plans to reduce its debt to USD 3 billion by FY27 and is refinancing high-interest debt, targeting a BB rating soon. The demerger of Vedanta Ltd is expected by September 2025, unlocking value for shareholders.
Can JioMart, Rapido change the game for Eternal, Swiggy? Deven Choksey answers
According to Deven Choksey, most of the platform companies from investment perspective are quoting at a fancy valuations given that they have been succeeding with the price hike and the charges. But these fancy valuations might get affected if competition like JioMart could start penetrating faster and could possibly create disruption with them.
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For risk-takers who are long-term investors at heart: 7 mid-cap stocks from different sectors with an upside potential of over 29%
There is no way you can perfectly time the market. But going with the assumption that the market is clearly moving into bullish territory, it may be time to look at select stocks. Three big caveats, though. One, given the current state of the global markets, be ready to face volatility. Two, don’t buy stocks with leveraged money. And last, but not least, don’t buy to average out your purchase price: There is enough evidence to show that averaging does not work. You might be averaging out a loser, and not a winner.
Auto companies 'in full panic' over rare-earths bottleneck
Global automakers are alarmed by China's rare-earth export restrictions, fearing a new supply chain crisis. With limited alternative magnet sources, companies are stockpiling and seeking workarounds to avoid factory shutdowns. The industry's reliance on China for critical raw materials raises concerns about future leverage and potential disruptions.
Commodity Radar: Sell gold on rise as yellow metal consolidates. 5 technical factors to watch out for
Gold Price Prediction: Yellow metal prices experienced rangebound trading on Monday, influenced by easing US-China trade tensions and a strong U.S. jobs report that tempered expectations of Federal Reserve interest rate cuts. On the MCX, August gold futures edged down to Rs 96,851, while COMEX gold contracts saw a slight increase. Traders should look to sell on rise and use these five technical tool to track its movement.
Indian companies profit growth slows in FY25, capex weakens amid soft demand: Nuvama
Indian companies experienced a slowdown in profit growth during FY25, with PAT growth dropping to 9% from 21% in the previous year. This deceleration was attributed to soft demand, weak top-line performance, and reduced capital expenditure. While cost rationalization provided some support, the outlook for FY26 remains cautious due to potential downside risks.
Fresh triggers could take Nifty to 25,300–25,500: Analysts
Nifty is poised for an upward movement towards the 25,300-25,500 range, fueled by the RBI's rate cut. Experts suggest a 'buy on dips' strategy, anticipating gains in rate-sensitive sectors like private banks, real estate, and automobiles. Technical analysis indicates a potential breakout, with key support levels identified at 24,800 and 24,500.
Make India’s growth story & your stock story same: 6 stocks representing the confidence of growth but confusion of stock prices
In the market downturn between October 2024 to March 2025, many stocks that were stars of the bull run of early 2024 suffered sharply in the initial phase. But, some of them recovered to form new highs. These stocks moved up sharply because they are seen as part of the India growth story. So, their businesses are bound to grow. Now, the key question: As the markets are still volatile and these stocks have had a sharp run-up, should you sell and book profits? The choice is between believing in India's growth story or giving in to the fear that stock prices bring to the table.
Earnings growth likely to bottom out in Q2 FY26: Motilal Oswal’s Sneha Poddar
Markets may enter a consolidation phase despite a better-than-expected Q4, says Sneha Poddar of Motilal Oswal. She expects real earnings momentum to emerge only in H2FY26, with Q2 likely marking the bottom. Time correction may continue as fresh triggers remain limited. Meanwhile, downgrade pressures may ease as global cues, including China and trade tensions, show signs of stabilizing.
Why aluminium prices are rising and what to expect next
Aluminium prices are currently trading between $2,450 and $2,600 per ton, experiencing a 10-15% increase since January due to US-China tariffs and supply chain issues. China's manufacturing slowdown and environmental policies impact global supply, while demand remains stable with growth in EVs and construction.
Gold prices fall over 1% as strong US jobs data clouds outlook for rate cuts
Gold prices saw a decline following a robust U.S. jobs report. This dimmed hopes for Federal Reserve rate cuts. Silver prices, however, surged to a multi-year high. The U.S. Labor Department revealed an increase in non-farm payrolls. Platinum and palladium also experienced gains. Trade policy uncertainties continue to influence market dynamics. Investors are closely monitoring economic data and geopolitical developments.
MCX gets Sebi nod to launch electricity derivatives
MCX has received SEBI approval to launch electricity derivatives, marking a major step in India’s energy trading evolution. These contracts will help power market participants hedge price risks, support renewable energy goals, and deepen market efficiency in alignment with India’s Viksit Bharat vision.
Indian EV Industry being hurt by additional restrictions on rare earth minerals by China: Jefferies
Indian EV companies are facing challenges due to China's restrictions on rare earth metal exports. Importing magnets, crucial for EV motors, has become difficult. Companies might consider importing fully assembled motors, but this poses new challenges. The Indian government is exploring options like building stockpiles and offering incentives for domestic production.
China, HK stocks close down as US-China call offers no clear progress on trade
China and Hong Kong stocks ended slightly lower on Friday, as investors remained cautious after a call between U.S. President Donald Trump and Chinese leader Xi Jinping failed to provide clear signals of progress in easing trade tensions.
Indian dealers offer steeper discounts as price rally dulls demand
Gold discounts in India have surged to a one-month high due to near-record domestic prices dampening demand. Dealers are offering discounts up to $56 an ounce. High prices and the monsoon season have led jewelers to avoid building inventory. Meanwhile, China sees lower trading volumes due to elevated prices, while other Asian hubs experience varied premiums and profit-taking.
China silent about lifting export curbs on rare earth metals amid growing concerns in India, world
China is maintaining its export restrictions on rare earth metals, despite international pressure from the US, EU, and India. These metals are crucial for manufacturing various products, including electronics, automobiles, and military equipment. Concerns are growing globally about potential shortages and production stoppages, as evidenced by Suzuki's recent production halt in Japan due to these restrictions.
Two Trades for Today: A metals major for almost 9% gain, an e-commerce large-cap for 6% rise
Technical analysis identifies select stocks that may gain momentum even in volatile markets. Here are the technical calls for today.
There are PSU stocks, and there are PSU businesses. Choose the business. 57 PSU stocks, some good, some not so good
A year back, on the day the results of 2024 general elections were getting declared, PSU stocks as a set suffered a sudden setback. From being much loved in the first six months of 2024, they were suddenly being hit. The reason: The street assumed that, without a clear majority, Modi 3.0 would not be able to take decisions which it was able to in Modi 2.0. But a year down the line, it is no longer about a company being a PSU or not. It is about business. So, sectors where there have been developments are clearly seeing things turn for the better.
Vedanta Limited to raise Rs 5,000 cr through NCDs
Vedanta debt raise: Vedanta Ltd. plans to raise ₹5,000 crore through secured NCDs in three tranches, targeting mutual funds, insurers, and AIFs. Proceeds will support debt repayment and capital expenditure. Coupon rates are 9.35–9.45%, higher than sovereign bond yields.
Gold prices seen to face a big crash in just two months
Gold prices may have peaked and could fall by 12–15% in dollar terms over the next two months, according to Quant Mutual Fund, though they remain a recommended long-term investment. Retail gold prices in India are around Rs 96,960 per 10 grams, rising to nearly Rs 99,868 including GST. Kavita Chacko from the World Gold Council noted that price stability might revive demand in India, the world’s second-largest gold consumer.
Jewellery sales dip 30 per cent in India over fortnight as gold prices rise
Gold jewellery sales in India plummeted by 30% recently, averaging 1,600 kg, as prices surged nearly 5%. This fall is attributed to rising gold prices, which dampened consumer demand despite an initial boost following Akshaya Tritiya.
Commodity Radar: What’s driving copper’s drop and how to trade it
copper price today: As of 2 PM, June copper contracts on the MCX were trading at ₹863.70, marking a decline of ₹4.15 or 0.48%. Meanwhile, copper futures on the COMEX stood at $4.74 per pound, down $0.11 or 2.26%.
Rs 15 lakh crore in net profit! India Inc’s top 500 cos break records in FY25 despite downgrades
India's top 500 companies achieved a record-breaking ₹15 lakh crore in net profit in FY25, driven by strong performances in agriculture, chemicals, and telecom, despite widespread earnings downgrades. While FY26 earnings forecasts have been revised downward, analysts remain optimistic about sectors like defence and telecom, anticipating continued growth and resilience in the face of economic uncertainties.
HDFC Bank credit card rules changing from July 1, 2025: New charges on rent, gaming, and reward limits
HDFC Bank is set to implement changes to its credit card fee structure and rewards program starting July 1, 2025. New charges will apply to rent payments, online gaming, and wallet loading, while reward point accrual for insurance transactions will be capped based on the card type.
Nifty's PAT grew 3% in Q4FY25, beat Motilal Oswal's estimates; Bharti Airtel, HDFC Bank among top 5 contributors
Nifty posted 3% net profit growth in Q4FY25, marking its fourth straight single-digit gain. Bharti Airtel, ICICI Bank, and others drove 137% of incremental earnings, while MOFSL stays bullish on large-caps and domestic sectors.
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