
Markets held firm above the 24,000 mark as investors tracked global developments, crude oil prices, the India-US trade deal and domestic sectoral trends. In this Episode of What's Hot, market expert Sudip Bandyopadhyay shares his outlook on the Nifty, the impact of easing geopolitical tensions, monsoon risks, and the road ahead for Indian equities. He also discusses BMC water curbs and their effect on real estate stocks, key picks in the sector, the massive ₹20,000 crore lock-in expiry across recently listed companies like Vishal Mega Mart, Sai Life Sciences and Park Medi World, and whether investors should hold or exit. The discussion also covers India's AI challenge, IT stocks, Coforge, GIC OFS and long-term investment opportunities.