Betting on infrastructure stocks, not expecting much move in IT: Neeraj Dewan

Market expert Neeraj Dewan expresses optimism for the infrastructure sector, particularly in the latter half of the year. He anticipates improved company performance, increased government spending, and accelerated project execution. Dewan highlights L&T, road construction firms, bitumen suppliers, and the pipe sector as potential benefactors. He also discusses IT, tourism, and Agarwal Industrial Corporation as investment opportunities.

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