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.
PSU banks better placed on loan-deposit metrics; microfinance cycle nearing normalisation, says Yuvraj Choudhary
Public sector banks are showing resilience in their loan-to-deposit ratios, with a significant gap compared to private peers. Despite concerns, PSU banks are leading credit