Sudip Bandyopadhyay bets on pharma, metals and select cyclicals as geopolitical risks ease

Easing West Asia tensions boost global markets, prompting investors to reassess opportunities. Market veteran Sudip Bandyopadhyay favors pharmaceuticals, healthcare, specialty chemicals, agrochemicals, education, and metals, citing earnings visibility and growth drivers. He advises caution on MTAR Technologies due to client concentration and a sharp rally.