“Private capex, while sporadic, is seeing considerable activity in the power sector, and that’s again a big positive for capital goods companies. Taking all this into account, the space looks promising. We’ve been positive on Larsen & Toubro for a long time and continue to maintain our positive view—it’s a great stock to own if … Read more
“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
Sudip Bandyopadhyay, Group Chairman, Inditrade Capital, says “there is a strong speculation that Tata Sons will get listed in the near future and the best way to play that will be probably through Tata Chemicals; that is the conventional thinking in the market and that led to this kind of massive rise in the share … 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
“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
The demand for personalised transport will remain for quite some time at accentuated levels. All this helps two-wheeler manufacturers. So, Hero MotoCorp, Bajaj Auto and even TVS need to be looked at, says Sudip Bandyopadhyay, Director, Inditrade Capital Where do you stand when it comes to the private baking names because this has been a … Read more