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Interact with CNBC-TV18: Avoid metal cos, advises Prabhat Awasthi of Nomura

Prabhat Awasthi of Nomura Financial Advisory & Securities has been underweight on metals. "We had gone overweight on metals in August last year. In November, we took out the overweight and pushed it into underweight again."

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Macro Expectations

Interact with CNBC-TV18: Avoid metal cos, advises Prabhat Awasthi of Nomura