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Neeraj Dewan sees upside in defence realty and NBFCs as markets rebound from volatility

Economy
Published on 7 May 2026
Neeraj Dewan sees upside in defence realty and NBFCs as markets rebound from volatility

A peace deal eased oil fears and reshaped winners today

Indian stocks rallied sharply as hopes of a US Iran peace deal eased fears over crude prices, helping sectors battered by inflation. Despite intraday volatility, market expert Neeraj Dewan expects more upside, pointing to strengthening domestic earnings. He highlights mid and small caps as key opportunities, with selective bets on defence, realty and NBFCs for long-term growth.

  • US Iran peace hopes cooled crude oil worries and boosted sentiment
  • Market volatility remains, but Dewan expects further gains
  • Domestic earnings are strengthening, supporting mid and small caps
  • Long term bets include defence, realty and NBFCs
Read the full story at The Economic Times

This summarization was done by Beige for a story published on The Economic TimesThe Economic Times

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