Should you be wary of metal stocks in 2025?
Live MintMUMBAI : While sectors like financials and information technology are stealing the spotlight with bullish predictions, metals seem to be the market's underdog. Many fund managers believe that investors should hold off for now and take another look at the sector once there is more clarity on China’s recovery and the US trade policy under the new administration. Uncertainty persists, especially regarding potential tariff policies under the Trump administration, which could impact global trade and the metals sector. Even though Bhattacharya agrees with the general consensus to avoid or maintain low exposure to metals, he believes aluminium could outperform steel due to its comparatively higher usage in new-age industries. Harsha Upadhyaya, CIO-equity at Kotak Mahindra Asset Management Co. Ltd, has also recommended staying away from metals, citing challenges like sluggish global growth and ongoing overcapacity in China.
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