Market expert Neeraj Dewan notes real estate improvements due to interest rates and RBI measures, though North India sees price consolidation impacting demand. He favors stocks like Max Estates and DLF. Dewan suggests PSU banks offer better investment opportunities than private banks due to their valuations, anticipating positive surprises in the banking and NBFC sectors.
Any relief rally in markets likely limited and temporary: David Roche
Global markets are reacting prematurely to geopolitical shifts, according to macro strategist David Roche. He argues that recent oil and equity market moves reflect speculation