
Commodities are witnessing major price fluctuations amid the West Asia crisis, supply chain disruptions and changing global demand. Pankaj Pandey, Head of Research, ICICI Direct, shares his outlook on gold, crude oil, ferrous and non-ferrous metals. The discussion explores why gold may remain sideways, the outlook for Vedanta and Jindal Stainless, and how rising crude oil prices could impact paint companies, FMCG and other sectors. Understand the commodity cycle, margin pressures and key stock market opportunities amid changing global conditions.