The easing of tensions in West Asia has emerged as a significant positive trigger for global markets, and investors are now reassessing opportunities across sectors that were impacted by the prolonged conflict. According to market veteran Sudip Bandyopadhyay, the end of the conflict is not only good news for financial markets but also for economic activity and global stability.
Speaking to ET Now, Bandyopadhyay said his investment strategy remains focused on sectors where earnings visibility and long-term growth drivers remain intact. Among the key themes he continues to favour are pharmaceuticals, healthcare, specialty chemicals, agrochemicals, education, and metals.
