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defence sector: After a stellar runup, where to invest in defence sector? Harshit Kapadia answers

Harshit Kapadia discusses the positive export momentum in the defence sector, citing increased export demand, growth in manufacturing bigger equipment, and Indian companies strong positioning in global markets. Anticipates continued order inflow momentum and potential valuation expansion.
India General Harshit Kapadia Solar Industries Bharat Electronics Hindustan Aeronautics Offering College

reliance: Why is the market not taking to L&T & Reliance? Sudip Bandyopadhyay answers

“I really do not see any reason for Reliance coming down from the current levels. In fact, our view is that Reliance deserves a valuation close to Rs 3,000 immediately. As and when value-unlocking happens, there will be significant opportunities through those. The margin profile of L&T also will change in the coming quarters. ”
Uttar Pradesh Andhra Pradesh Saudi Arabia Sudip Bandyopadhyay Offering College Group Chairman

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