Market always discount the future yes, invisible future earnings There are certain analysts foresee the future of commodity industries as also very much conversant with the commodity market . And such analysts ultimately track the specific companies who ate carrying and dealing such businesses. Latest fine example is "graphite electrodes" ,,! The companies whose shares blasted are : HEG Graphite Goa carbon They were very average companies but then scenario changed for best for these companies and share prices were galloping, not with old fundamentals but under the changed environments. Q3 profit of HEG was ,300 crs,, . In the same way, the tea companies will have their days ! Wait and watch !