Скачать или смотреть Metal Stocks Up 20%! Bull vs Bear Outlook for 2026 | China, Fed Cuts, Safeguard Duty & Demand Trends

Metal Stocks Up 20%! Bull vs Bear Outlook for 2026 | China, Fed Cuts, Safeguard Duty & Demand Trends

Metal stocks have surged 20% this year despite global uncertainty. Ashesha breaks down the bull vs bear case for 2026. China’s weak stimulus, falling dollar index, dumping concerns, low LME inventories, safeguard duty woes, rupee depreciation, EV-linked demand, and the rising cost of decarbonisation. What lies ahead for steel, copper, aluminium and more?

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