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.
Expect limited upside in near term, stick to stock-specific strategy; Vedanta, Motherson among top picks: CA Rudramurthy BV
Indian markets are struggling to maintain gains despite positive domestic news. Global factors and foreign selling are creating caution. Short-term traders are advised to reduce