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.
L&T wins ₹5,000-10,000 cr ‘major’ order to build 3 battery storage projects in Middle East
Larsen & Toubro said its renewables business has won a major order in the Middle East to develop three battery energy storage system projects with