The Economic Times News

Low volatility, selective bets: Neeraj Dewan maps opportunities across IT, Autos, Energy and AMCs

Market expert Neeraj Dewan identifies pockets of opportunity in IT, automobiles, and asset management. He favors integrated auto players over pure-play EV companies. The paint sector requires patience for entry. Dewan prefers integrated power generators over solar equipment manufacturers. He remains optimistic on asset management firms despite regulatory concerns. Disciplined stock selection is key for investors.