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.
Global Markets | European shares fall again as Mideast war drags on
European shares extended their decline on Tuesday, mirroring a global equity selloff as investors grappled with the prospect of a prolonged Middle East conflict. A
March 3, 2026