Sectors dependent on domestic growth should do well in H2; hold on to Adani Ports: Neeraj Dewan

Market expert Neeraj Dewan predicts improving market conditions. He recommends focusing on domestic economy-driven sectors. These include infrastructure, real estate, and banking. Defense, railway, and EMS stocks are also promising. Dewan advises stock-specific investments. He suggests holding Adani Ports. Infrastructure spending is expected to rise. This will boost the sector's performance.