INSUBCONTINENT EXCLUSIVE:
Indias defence stocks are flashing red
Shared funds have actually offloaded a huge 1,700 crore throughout top names like Solar Industries, Bharat Forge, Zen Technologies, and
more, signifying deep concerns over valuation and execution risks.After a 3-month rally of up to 84% post-Operation Sindoor, the sector is
now dealing with a reality check
Even institutional bulls like Kotak AMC and Motilal Oswal are tapping the brakes
Is the defence dream fading or simply recalibrating?In this video, we break down: Why shared funds are exitingWhich stocks are under
pressureWhat experts like Vikas Khemani and Ambareesh Baliga are warningThe long-lasting opportunity still intactShould you sell, hold, or
SIP into defence now? Lets decode
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