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.
MSCI rebalancing on Monday: Adani Energy, Groww set for big inflows; RIL, Jio Financial may face outflows
MSCI’s latest rebalancing is set to drive heightened trading activity in several Indian stocks on Monday, with revised weights taking effect from September 1. The