“Neeraj Dewan is bullish on several sectors, including midcap, smallcap, infrastructure, and capital goods, citing improved valuations. He remains constructive on the power sector, particularly T&D players due to strong results, and sees emerging opportunities in power generation companies after corrections and improving demand. PSU banks are highlighted for their strong performance, improving asset quality, and attractive valuations, with select private banks also looking reasonably valued post-correction.”

Neeraj Dewan’s track record: 6 graded calls · 95% CI 10–70%