Now talking on market fundamental Prakashdiiwan.in’s Prakash Diwan Said that re-painting has started in the defense sector. This boom of defense companies is not a speed of 2 weeks or 1-2 months. These will see a faster for a long period by 1 decade. A mega trend has started in defense shares. Further orderbooks of defense companies will increase. Add defense companies to the portfolio in the fall. Indian defense companies will be seen leaving from Make in India and moving forward for Make for World. However, the defense shares have gone quite a lot. In such a situation, the valuation of these shares looks expensive. In such a situation, we have to choose the names of our favorite shares. Due to some reason, after getting any correction from here, make purchases in these shoes.
Prakash in defense companies BEL Looks better. He says that BEL is a multi -day story. The company is going to set up two new production units. Despite all the sanctions, the company’s margin is in a very good condition.
Prakash Diwan’s second favorite sector is Pharma. He says that this sector had not yet run due to Trump’s tantrum. But now this sector has started running. There is a possibility of much growth in this. At this time, there are good investment opportunities in generics along with Pharma CDMO. Light to pharma Syngene and indecent Likes Both of these shares have the advice of light of light.
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Light in banking Canara bank Likes He said that midcap PSU banks are very deep. It has improved significantly in the last four-five years. Light from capital market space CDSL Also likes. He says that this stock looks expensive at the moment. Whenever there is a decline CDSL Can invest in Prakash Diwan’s railway stocks also like. He says that a lot of work has been done in the railway. Ircon and rites Like shares like. Infra and engineering spaces look better in the railway.
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