Market expert Neeraj Dewan expresses optimism for the infrastructure sector, particularly in the latter half of the year. He anticipates improved company performance, increased government spending, and accelerated project execution. Dewan highlights L&T, road construction firms, bitumen suppliers, and the pipe sector as potential benefactors. He also discusses IT, tourism, and Agarwal Industrial Corporation as investment opportunities.
G-Sec 10-year yields come down 5 bps to 7.39% on Fed signals
The yield on 10-year benchmark government bonds decreased to 7.39% on Thursday, marking the largest fall since July. US Treasury yields eased following comments from
October 30, 2026