Economic Recovery High Demand across sectors + Broad base improvement in profits through margin expansion ( cost cutting) and higher sales. + Govt Reforms of last 5 years + PLI scheme for manufacturing / Market share movement from China + High Capacity Utilisation. New capacity planning. + Bank flush with Liquidity. + Low Interest rates + Bad Bank announcement+ DFI + Credit Demand + New fast paced Credit Cycle + Double Digit credit Growth + Huge Investment in Capacity building and Govt and DFI funding long term Infra + Leading to a high Commodity demand. Market is way ahead and predicting this Commodity demand in Re-rating the commodity and Infra Cycle.