Selloff in IT may offer trading bounce; metals and pharma hold long-term promise: Neeraj Dewan

Market expert Neeraj Dewan sees short-term trading bounces in IT due to overselling, but cautions on long-term AI disruption. Solar stocks might offer medium-term opportunities after sharp falls. Metals are buy-on-dips, while pharma’s GLP-1 segment faces competitive uncertainty despite structural positivity. Defence remains a long-term investment, with rerating pauses expected.

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