Market expert Neeraj Dewan sees growth in pharma and auto sectors. He recommends stock-specific investments in pharma. Dewan favors Mahindra & Mahindra and Maruti in the auto segment. He further believes Zomato is currently performing well, while Swiggy shows long-term potential. Dewan suggests solar energy as a long-term investment theme.
ETMarkets PMS Talk: Wallfort PMS focuses on Small & Midcaps with ‘Four P’ investment strategy, explains Bhavya Shah
Our disciplined stock selection—prioritizing management strength, strong balance sheets and sustainable earnings—helped generate substantial alpha