Defence and PSU stocks jumped as risk appetite improved ahead of the Union Budget. However, rich valuations, selective participation and modest earnings growth suggest the budget-led upside may be capped.
Recent Posts
- Vodafone Idea, NOCIL, JP Power, YES Bank— These are among the most traded stocks on NSE today
- Vijay Kedia calls for open market buybacks after bloodbath; says retail investors quietly held market together
- War, falling markets, and a two-year window: Why Vikas Khemani is buying banks, aviation, and pharma right now
- Nifty to rebound 5%, says Emkay Global after naming 5 stocks that will lead market recovery
- Larry Fink Says Tokenization Won’t Replace The Current Financial System ‘Overnight’ — Here’s What The BlackRock CEO Sees Happening Instead