Inditrade Capital's chairman, Sudip Bandyopadhyay, views the Mahayuti's return to power as positive for the market, particularly for infrastructure spending. He anticipates further market boosts from potential interest rate cuts by the RBI and policy changes in the US that could benefit Indian exporters. Bandyopadhyay also sees opportunities in PSU banks, defense, and power sectors, but cautions against overvalued stocks.
