Key Points
Sudip Bandyopadhyay suggests waiting to see whether the long-run performance of businesses such as Nykaa and Delhivery and any significant changes to their valuations will occur..
He also admires the cement industry, specifically Birla Corporation and Larsen & Toubro, and advises cautiousness with Paytm and Zomato due to their unestablished models..
Additionally, he finds the intermittent selling of businesses to foreign-holding company parents from Siemens and ABB, respectively, concerning.ETMarkets.com..
Whereas, the other businesses, whether it's in Paytm or Zomato, are new, untried, untested businesses where the models are yet to stabilize and we do not know where it will end..
I would advise investors to stay away from Paytm and Zomato even now whereas, Nykaa and Delhivery, I keep watching and trying to figure out when would be the right time to enter...
