By Debdeep Gupta | 13 May, 2024
Short Call: Bear argument for defence stocks, realty signals, Kajaria, Cipla, Polycab, BoB, Alembic in focus
The strongest argument for defense stocks at this point is their bulging order books. Of course, the market is ignoring execution risks right now because the quarterly earnings growth so far has not given any cause for worry. But there is another risk that the market may be overlooking, according to a senior portfolio manager Short Call spoke to.If defense companies continue to make super profits,...
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