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The metal sector outlook may be good but if a long-term investor has to play the domestic cyclicals, cement, capital goods may be the other option to look at, says
DSP Mutual Fund.
Tata Steel has been on your accumulation list. How bullish are you on specific leaders within the commodities basket? What is the opportunity there?
As far as the commodities are concerned, the factors which are driving the commodity are a combination of global plus domestic. The global factors have to do with the huge amount of liquidity which is chasing the asset classes and which has caused some bit of commodity reflation. The demand improvement on the other hand will be a bit of a mixed outlook, given that most countries globally are still facing the challenge of pandemic.