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

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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