“Holds his highest conviction in the capital goods sector, viewing any price weakness in quality names, especially those triggered by external events, as a long-term buying opportunity. L&T, BHEL, Thermax, and GE Vernova are on his watchlist, with L&T's emerging defence vertical adding to its growth story.”

Sudip Bandyopadhyay’s track record: 8 graded calls · 95% CI 14–69%