A tightening global aluminium market is reshaping the metals investment landscape, with Kotak Institutional Equities identifying Vedanta as its top investment idea amid expectations of sustained price support and structural demand growth.Speaking at the “Chasing Growth 2026” conference...
aluminium
china aluminium production
commodity demand
copper-to-aluminium ratio
data centres
energy transition
jspl
jsw steel
kotak institutional equities
metals outlook
sail
steel market
supply constraints
tata steel
vedanta
Heightened market volatility has triggered a broad correction in equity valuations, with several stocks retreating from the steep premiums they commanded just months ago. However, according to Deven Choksey, Managing Director at DRChoksey Finserv, this phase of consolidation is helping restore...
