“Sudip Bandyopadhyay is bullish on the aluminium sector, particularly Vedanta and NALCO, for the foreseeable future. He expects aluminium prices to remain elevated due to the West Asia conflict reducing global production by 10%, exacerbating an existing demand-supply gap. These companies are well-positioned to capitalize and are insulated from current tariff environments.”

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