India’s proposed free trade agreement with the EU is nearing completion, with Jefferies identifying textiles, autos, electronics and pharma as key beneficiaries. The brokerage sees tariff relief, regulatory easing and deeper supply chain integration supporting Indian exporters while agri and dairy remain excluded.
Realty weakness overdone, midcap correction throws up long-term opportunities: Sandip Sabharwal
Market expert Sandip Sabharwal suggests real estate stock pessimism may be misplaced due to accounting practices, highlighting DLF, Godrej Properties, and Prestige as selective buying