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.
Tariff situation isn’t going to last for many more months as Trump can’t afford a recession: Ed Yardeni
Ed Yardeni compares the proposed EU tax to past tariff threats. He calls it Liberation Day 2. Markets remain calm, seeing it as negotiation. A