China’s Steel Curbs + Asian Safeguards: Pricing Tailwinds for Premium Mills
China's steel exports surge, prompting trade-defense actions; Indian and Japanese/Korean mills benefit from tightening supply.
403 Views
HSIE Results Daily: ONGC, Apollo Hospitals Enterprise, Jindal Steel..
ONGC: We maintain our REDUCE rating on ONGC, with a target price of INR 220 as we expect slower ramp-up in oil & gas production Q1FY26...
321 Views
Quiddity Leaderboard NIFTY Sep25: Reference Period About to End; Some Changes to Expectations
These are our final expectations for ADDs/DELs for the NIFTY index family for the September 2025 index review. The reference period ended on 31st...
578 Views
Metals (Q1FY26 Results Preview): Steel Prices and Spreads Continue to Trend Up
While Chinese steel prices and spreads have failed to recover, the recently-imposed safeguard duties have driven both domestic steel prices and...
212 Views
Steel Trade: India’s BIS Mandate Spurs Import Shock Amid Rising Global Protectionism
India's BIS mandate disrupts steel imports, pressures MSMEs; global steel trade trends show rise in protectionist measures.
525 Views