Corporate India set for stronger H2; capex, defence, and housing finance in focus: Neeraj Dewan

Indian markets may stay range-bound, but stock-specific opportunities are rising, says market expert Neeraj Dewan. With Q3Q4 poised for stronger earnings, he is bullish on capital goods, infrastructure, defence, ports, and housing finance. Dewan highlights Adani Ports, Mazagon Dock, BEML, Can Fin Homes and PNB Housing, while cautioning on expensive IPOs and selective valuation risks.