Asian Paints’ stellar Q2 shows signs of a turnaround: Anand Tandon

Market expert Anand Tandon sees Asian Paints turning a corner, with strong volume growth easing competition concerns. He’s bullish on domestic commodities like steel, though aluminium appears pricey. While defence boasts robust order books, execution remains a challenge, and valuations are high, suggesting global opportunities might be more attractive for new investments.

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