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.
Cash takes centre stage as investors rethink AI spending boom
Investors are increasingly focused on technology companies’ cash generation capabilities to fund artificial intelligence investments. Microsoft and Oracle are gaining positive attention from investors, while
October 29, 2026