Market expert Neeraj Dewan shares insights on current market dynamics. He notes mixed earnings, especially in IT and banking sectors. Delay in US tariff settlement and concerns about Russian oil impact market sentiment. Dewan highlights positive domestic factors like good monsoons and improving liquidity. He suggests banking, infrastructure, and capital goods sectors show promise.
ETMarkets PMS Talk | A cooling—not a collapse—of the AI trade could be a tailwind for Indian equities: TrustLine CEO
Global markets face AI investment boom risks, but a measured cooling could boost Indian equities by attracting foreign capital. N. ArunaGiri emphasizes buying with a