“The metals sector, particularly steel, is entering a strong bull run driven by supportive global and domestic macro factors. Key drivers include stimulus in the US, Japan, and Europe, fiscal easing in Germany, China curbing steel exports, and early signs of domestic capex revival in India, with bank credit growth signalling FY27 acceleration. Jindal Steel and Power (top pick), Tata Steel, JSW Steel, and Hindalco are preferred.”

GV Giri’s track record: 3 graded calls · 95% CI 0–56%