“Sudip Bandyopadhyay is notably confident and bullish on the aluminium sector, identifying it as a steady, stable trade for the next couple of years. He attributes this to geopolitical conflicts in West Asia disrupting 10% of global supply, worsening an existing demand-supply gap. His top picks are Nalco and Vedanta, while he remains cautious on Hindalco due to a fire at its US operations. He also believes the broader secular bull run in metals remains intact, flagging Mishra Dhatu Nigam, GMDC, and rare earth companies as worth watching.”

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