Wait and watch before jumping in to buy on hints of US-China talks: Sudip Bandyopadhyay

April 17, 2025

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.

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RBI in wait-and-watch mode despite easing West Asia risks: Sanjay Malhotra

Despite easing West Asian tensions, the RBI remains cautious, with Governor Sanjay Malhotra emphasizing data dependency over pre-set interest rate paths. While the truce offers

June 24, 2026

Banking, defence could lead next market rally as Nifty eyes 25,000: Rohit Srivastava

Indian equity markets are poised for further gains, with Nifty aiming for 25,000 if it holds the 23,800 support. Banking and defence sectors are highlighted

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