Base metals rally on supply crunch, AI-infra demand; experts see selective upside ahead
Base metals, particularly copper, aluminum, and tin, have rallied sharply due to supply disruptions and increased demand from AI-driven infrastructure. Analysts caution that while the medium-term outlook remains positive, volatility may increase, leading to selective gains. Copper prices are supported by supply strains and speculative buying, with expectations of further price increases. However, risks from China's weak property sector could limit upside potential. Investors are advised to consider mining stocks and ETFs for exposure to this sector, as rising metal prices improve the outlook for producers.
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