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Steel storms: Wild cyclical whiplashes

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Steel storms: Wild cyclical whiplashes

Letter No. 133

European steelmakers are pushing the EU to control steel imports that have disrupted markets despite trade barriers. In our Moneycontrol article, we revisit ArcelorMittal’s rise and recent challenges, highlighting the cyclical nature of the steel industry. We break down the reasons behind these cycles, offer investment strategies, and share key insights for both management and investors.

Read more here: https://tinyurl.com/dydvt2xx

Disclaimer:

Information in this letter is not intended to be, nor should it be construed as investment, tax or legal advice, or an offer to sell, or a solicitation of any offer to make investments with Buoyant Capital. Prospective investors should rely solely on the Disclosure Document filed with SEBI. Any description involving investment examples, statistical analysis or investment strategies is provided for illustration purposes only – and will not apply in all situations and may be changed at the discretion of the principal officer. Certain information has been provided and/or based on third-party sources and although believed to be reliable, has not been independently verified; the investment managers make no express warranty as to its completeness or accuracy, nor can it accept responsibility for errors appearing herein.