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.
‘India more diversified:’ Sebi chief Tuhin Kanta Pandey comments on Taiwan’s market ascent
SEBI chief Tuhin Kanta Pandey emphasized India remains a diversified market despite Taiwan overtaking its market value. Driven by TSMC and the AI boom, Taiwan’s