Sudip Bandyopadhyay’s 3 sectoral picks in choppy markets

July 12, 2025

Amidst global economic uncertainties and tariff-related volatility, Indian markets face corporate results that don’t justify current valuations. Sudip Bandyopadhyay suggests volatility will persist, recommending a selective approach. He favors sectors like cement, construction, and BFSI, while advising caution in IT due to order inflow uncertainties, suggesting gradual accumulation for long-term investors.

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