Market expert Dipan Mehta stated that the defense sector is mature, with stock prices reflecting order book strength. He advised underweight investors to seek entry points during quarterly disappointments, emphasizing a buy-and-hold strategy. Regarding gold financing, Mehta praised Muthoot Finance’s focus and risk management, suggesting temporary uncertainty could offer attractive entry points for long-term investors.
India’s domestic growth story still strong despite global headwinds: Rajeev Agrawal
Global markets face uncertainty. Rajeev Agrawal from DoorDarshi India Fund sees India’s economy as resilient. He focuses on domestic businesses less affected by global shocks.
June 2, 2026