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Materials, IPO & Equity Analyst

Venkat Ramana Nandyal

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Commodities

<p>Grab a beer whilst it is still cheap; we expect consumers of steel and aluminum to pay a higher price because of trade and diplomatic wars. We believe there will be winners (Mostly US commodity producers) and losers (commodity producers in some countries and all direct and indirect consumers of the commodity).</p><p> In the last few weeks, the Trump administration had embarked on subjecting imported steel and aluminum to a tariff of 25% and 10% respectively. This was followed last week by the…</p>

Grab a beer whilst it is still cheap; we expect consumers of steel and aluminum to pay a higher price because of trade and diplomatic wars. We believe there will be winners (Mostly US commodity producers) and losers (commodity producers in some countries and all direct and indirect consumers of the commodity). In the last few weeks, the Trump administration had embarked on subjecting imported steel and aluminum to a tariff of 25% and 10% respectively. This was followed last week by the…

Trade and Diplomatic War Perks up Aluminum Prices

Aluminium

Trade and Diplomatic War Perks up Aluminum Prices