Railway and defence stocks are recovering, sparking discussions about their value. Experts suggest long-term growth potential in defence, electronics, and renewable energy. Banking sector remains strong, particularly PSU banks. Focus shifts to domestic growth, with rural demand and consumption driving financial plays. Investors are eyeing sectors aligned with government spending for future gains.
Consumption, banking stocks offer best value amid market weakness: Sameer Dalal
Despite a broad market dip, investor Sameer Dalal sees significant opportunities in individual stocks trading at 52-week lows. He highlights Titagarh Rail Systems for its