11 Nifty cos to rake in commodity rally gains

Mumbai: Who are the clear winners — and relative stragglers — of the global commodities supercycle? Metals, mining, oil & gas companies should gain, but higher output prices of these industries will have a negative impact on user industries — auto, real estate, consumer staples, and durables. Global commodity prices have surged in 2021, with the CRB core commodity index rising 70% year-onyear in April. A weak demand environment makes it