Market expert Sudip Bandyopadhyay outlines investment strategies across key sectors. He sees opportunities in State Bank of India and a generational re-rating for the pharma sector. Capital goods also present long-term buying windows. Consumption requires caution for the next two quarters. The IT sector remains in a wait-and-watch zone. Investors can build long-term portfolios by picking quality stocks.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets