Neeraj Dewan is cautious about large and mid-cap IT stocks due to high valuations and potential US headwinds, anticipating profit-taking. He also avoids ferrous metals like Tata Steel due to a lack of clarity and weak rebound. Dewan suggests caution on non-ferrous metals and sees continued outperformance in defence stocks like Mazagon Dock and HAL.
Sandip Sabharwal picks ICICI, Axis as banking stocks with upside potential
Market expert Sandip Sabharwal identifies ICICI, Axis, and Kotak as top banking picks, citing upside potential. He also sees value in infrastructure stocks like NCC
