Inditrade Capital’s Group Chairman, Sudip Bandyopadhyay, favors life insurance, particularly LIC, citing its strong quarterly results and long-term potential. While cautious about health insurance due to market uncertainties, he highlights domestic-focused pharma like Mankind Pharma and hospital chains like Apollo Hospitals as promising investments, while advising caution on diagnostic companies due to intense competition.
ETMarkets PMS Talk | A cooling—not a collapse—of the AI trade could be a tailwind for Indian equities: TrustLine CEO
Global markets face AI investment boom risks, but a measured cooling could boost Indian equities by attracting foreign capital. N. ArunaGiri emphasizes buying with a