SBI still offers value, CV cycle looking strong; IT volatility a concern: Neeraj Dewan

Market expert Neeraj Dewan remains constructive on PSU banks, citing strong earnings and reasonable valuations, suggesting SBI is a buy-on-dips opportunity. He is optimistic about the commercial vehicle sector due to improving capex trends. However, Dewan advises caution on the IT sector due to volatility and potential structural impacts from AI.