“Look at companies like UltraTech Cement. They have performed very well, much better than market expectations. Yes, monsoon is not a time for cement, but in spite of that market is appreciating the performance of some of these large companies,” says Sudip Bandyopadhyay, Group Chairman, Inditrade Capital.Give us a sense of what you have made … Read more
“With their kind of truce with China for 90 days, with very reasonable tariffs on both the sides augurs definitely well for US economy and the global economy as well,” says Sudip Bandyopadhyay, Group Chairman, Inditrade Capital.Let us talk about the markets because a lot has transpired over the last one week or so. You … Read more
Sudip Bandyopadhyay, Group Chairman, Inditrade Capital, says the market will initially rejoice on possibilities of US-China sitting down and negotiating and start thinking in terms of positive outcomes. But he will be a little cautious. There are significant challenges or points of disagreement between China and the US. It will take a lot of negotiation … Read more
“It is just that we have a strong domestic investor sentiment and about $2 billion per month is the incremental SIP which I think to an extent is ensuring that markets are not really crashing,” says Sudip Bandyopadhyay, Inditrade Capital. Just wanted to understand from you that from the earnings, which sector that you are … Read more
“The correction we observed in midcap seems overdone primarily because, if you consider the index, 75% weightage is on large caps and 25% covers numerous midcaps,” says Sudip Bandyopadhyay of Inditrade Capital. “Midcaps and smallcaps will always remain an attractive investment opportunity. They do present challenges, like liquidity. Investing in some of these smallcaps is … Read more
“Improvement in inflation probably is indicating clearly that the need for hawkish monetary policy may not be there for very long. And that did cheer up the market again, both in US as well as other emerging markets plus India,” says Sudip Bandyopadhyay, Inditrade Capital. What changed for the markets in the last couple of … Read more
NEW DELHI: Adani bulls who were trying to catch the falling knife by buying dips have been left bleeding hard. In the last seven trading sessions since the release of the Hindenburg report, Adani stocks have cumulatively lost around Rs 9.10 lakh crore or nearly half of their market value. Most Adani stocks have been … Read more
The Bank Nifty, which has lagged the Nifty and sectoral indices for pharma and IT since March, is attempting to make a comeback. Synopsis Speculative bullish positions in the derivatives segment are building up in both banking and NBFC stocks even as worries remain over the fate of interest payments and recoveries of advances. MUMBAI: … Read more