Sudip Bandyopadhyay highlights selective bottom-up investment opportunities in chemicals, defense, energy, retail, and telecom sectors amid market consolidation and improving corporate fundamentals. FIIs show early inflows, supporting a positive long-term outlook.
George Goodman’s investing wisdom: Why sometimes the best move is to do nothing
George Goodman’s classic book highlights investor psychology over pure logic. He stressed knowing oneself and avoiding crowd mentality for better decisions. Patience and thoughtful inaction