Market expert Anand Tandon sees Asian Paints turning a corner, with strong volume growth easing competition concerns. He’s bullish on domestic commodities like steel, though aluminium appears pricey. While defence boasts robust order books, execution remains a challenge, and valuations are high, suggesting global opportunities might be more attractive for new investments.
Wait for dust to settle before taking fresh bets, says Maulik Patel
Geopolitical tensions and market swings prompt caution for investors. Maulik Patel of Equirus Securities advises patience, suggesting a wait-and-watch approach. He notes current crises differ
March 5, 2026