Sudip Bandyopadhyay advises caution amidst US-China trade talk optimism, highlighting significant disagreements that require time to resolve. He favors domestic infrastructure and realty stocks like DLF, Macrotech, and L&T due to government spending and private capex. Bandyopadhyay anticipates positive results from private banks like ICICI Bank and HDFC Bank and suggests Bharat Electronics for long-term portfolios.
Sebi proposes CAS for derivative stocks to simplify pricing mechanism
Sebi has proposed introducing a closing auction session (CAS) to determine share prices, initially for derivative stocks, with plans to extend it to all stocks
August 23, 2025