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

Investor Sudip Bandyopadhyay expressed bullishness on pharmaceuticals, healthcare, specialty chemicals, agrochemicals, metals, mining, and select higher education names, citing easing West Asia geopolitical risks and removal of supply chain bottlenecks. He specifically recommended Vedanta, National Aluminium (Nalco), JSW Steel, and Tata Steel, noting aluminium is at multi-year highs with 10% of global production offline. He advised caution on MTAR Technologies after its sharp rally, flagging that nearly 50% of its order book is concentrated with key customer Bloom Energy.