Should investors stay cautious despite stable markets? Expert answers

Markets may look stable on the surface, but the risks are far from over. That’s the clear message coming from Sudip Bandyopadhyay of Inditrade Capital, who believes investors should remain cautious in the current environment.

He pointed out that global concerns, especially around the US, are still unresolved. According to him, recent developments have already put pressure on the economy, capital markets and several companies. “This is not good for the economy, and caution should be the way forward,” he said.

On the positive side, fresh talks between India and the US could support export-driven sectors. Bandyopadhyay believes industries like textiles, gems and jewellery, and aquaculture may benefit the most, as they were hit earlier by tariff-related issues. However, he advised waiting for clarity on final decisions before taking any strong investment calls.

Looking at domestic sectors, he remains optimistic about consumer durables, where demand has been steady for some time. Cement is another area he expects to perform well despite rising costs.

(Disclaimer: The views, opinions, recommendations, and suggestions expressed by experts/brokerages in this article are their own and do not reflect the views of the India Today Group. It is advisable to consult a qualified broker or financial advisor before making any actual investment or trading choices.)