Indian markets at crossroads: Neeraj Dewan on sectors worth watching while the world waits for a deal

Indian equity markets are in a cautious holding pattern due to geopolitical uncertainty, but market expert Neeraj Dewan suggests the worst volatility may be over. He highlights the government's move to cushion Oil Marketing Companies as a smart buffer against inflation, and identifies selective opportunities in sectors like IT, pharma, and defence for patient investors.