July metals outlook: JSW, Tata Steel, Vedanta among top picks

The Nifty Metal Index is just 6.2% below its 52-week high, having risen 4% in the past month on the back of strong earnings, infrastructure demand, and policy support. Analyst Srinivasa Reddy sees upside in JSW Steel, Tata Steel, Hindalco, Vedanta, Welspun, and NALCO. A ₹1,200 target is set for JSW by Sept 26. Q1FY26 results and global cues remain key to watch.