Defence stocks offer long-term visibility, but valuations still stretched: Sandip Sabharwal

Tata Motors faced concerns after a cyber attack impacted JLR, but an expert suggests the situation is stabilizing. GST cuts in India and a potential US-UK trade pact could boost the company’s prospects. While cautious about the H-1B visa debate’s impact on technology, the expert sees long-term potential in defense stocks like Bharat Electronics, despite high valuations.

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