Should you be bullish on pharma sector in near term? Sudip Bandyopadhyay answers

Should you be bullish on pharma sector in near term? Sudip Bandyopadhyay answers

“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

Midcap Surge: Experts decode India’s growth amid global flux

Midcap Surge: Experts decode India’s growth amid global flux

“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

2 top stock recommendations from Sudip Bandyopadhyay

2 top stock recommendations from Sudip Bandyopadhyay

“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

Is it the right time to invest in stocks of banks, NBFCs?

Is it the right time to invest in stocks of banks, NBFCs?

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