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Explore Now Banks, cyclicals are likely to do well over the next 12 months or so, assuming the interest rate scenario does not go out of control, says independent market analyst Do you believe that metals are good to go for long? Metals should not really be looked at from the point of valuations. They are a trading play. The question is in which part of the cycle you get in and which part of the cycle you get out. From that perspective, we still have some way to go before the cycle peaks. Essentially, we are working on the assumption that inflation will come back irrespective of what anybody may say, especially the regulators. It will not be possible to control it very easily by central bank or government action. As a result, most old economy plays which will be classified as value are the ones that are likely to do well. Among them, companies which are economy-facing and especially metals and other cyclicals are likely to benefit. Already, a large part of that has played out but

Anand tandonWhat to buyEt nowStock marketஆனந்த் டான்டன்என்ன க்கு வாங்கமற்றும் பலர் இப்போதுஸ்டாக் சந்தை