Harshit Kapadia of Elara Securities prefers Hindustan Aeronautics, Bharat Electronics (PSU) and Data Patterns, Astra Microwave, Zen Technologies (private). Modi’s Russia visit for defense ties boosts small arms and air defense. Hindustan Aeronautics tops Kapadia’s list. Indigenization, order books, manufacturing, shipbuilding timelines (6-11 years), and fighter aircraft offer valuation gaps for PSU stocks.
Vijay Kedia on what to buy and avoid in Samvat 2081
For 15 years they have not done anything. You just imagine even Hong Kong index was some 32,000 or 34,000 in 2008. It is still
November 2, 2024