Market expert Neeraj Dewan is optimistic about the defence sector’s long-term growth, highlighting budget allocations and export potential. He favors Garden Reach and Mazagon Dock for long-term investment, while advising caution on SCI and Cochin Shipyard due to geopolitical risks. Dewan anticipates consolidation in Asian Paints and suggests potential short-term gains, but expects sluggish medium-term performance.
25% US tariff not a structural threat to Indian market: Vikas Khemani
Vikas Khemani of Carnelian Asset Management suggests that while U.S. tariffs may cause short-term earnings uncertainty for Indian exporters, a major structural risk to the