00:00we will talk about defense stocks because we are seeing that there was a rally from big days
00:06but today it was such a moment that there was a lot of profit booking because the Paris defense
00:11and space technology fell down to 8% and then the Garden Recept Builders, BEL and BEL
00:17fell down to 1-2% so we were talking about defense stocks when we were showing
00:22Vinash was with us and he was like this is the opportunity to buy a dip
00:28what do you agree with this sentiment that this dip which has plunged stocks today
00:34should you look at them?
00:37Look, a simple thing, defense which is counter counter, has been a lot of time
00:46In fact, you will see India and Pakistan when the war situation was in that day
00:49from now to the rally in defense
00:52In fact, we start with defense
00:54when there was no potential in the defense sector
01:00We saw that in the middle of HDFC defense fund launch
01:04so at that time people would invest
01:06like that
01:07HDFC defense fund is 130% return
01:10let's put money here
01:12so at that time we saw that many people had to invest in the top
01:14so at that time we saw that many people had to invest in the top
01:18and then defense came down
01:20because at that time there was no theme
01:24so if we track the defense
01:26when we see the theme
01:28when it comes to the sector
01:30it becomes something like that
01:32and at that time there was a defense
01:33but in fact, I will be positive
01:35in which way
01:36the last budget of the government of India
01:38you can see the consumption
01:40I think that
01:41the government of India
01:42has a lot of realization
01:44that
01:45in which way the world war situation has become a global war
01:48in which way India has become a Pakistan
01:50I think that
01:51in the next budget
01:52in the next budget
01:53defense and railroad
01:54in fact
01:55in the 2047
01:56big street
01:57which is a dream
01:58so I think
01:59that
02:00defense
02:01can be more
02:02allocations
02:03in this case
02:04if we see
02:05in the last
02:068 months
02:07defense has already been
02:08talked about
02:09you know
02:10its beta is very high
02:11I'm telling you
02:12adjusted data
02:13887
02:14I think
02:15I think
02:16there was almost
02:17811 support
02:19from 811
02:20from 815
02:21from 815
02:22from 815
02:23after that
02:24we have seen
02:25942
02:26from 950
02:27in fact
02:28today
02:29is almost
02:30942
02:31if you want to buy
02:32defense
02:33I think
02:34838
02:35potential
02:36fair valuation
02:37you buy
02:38but
02:39you have to go
02:40to buy on deep
02:41so
02:42today's fall
02:43I think
02:44I think
02:45there will be
02:46minimum
02:477-10%
02:48today's
02:49avoid
02:50who have
02:51made
02:52I am positive
02:53because
02:54I think
02:55there will be
02:56something
02:57in the
02:58defense
02:59but
03:00if you want
03:01to buy
03:02fresh
03:03in defense
03:04stock
03:05in
03:06rally
03:07party
03:08return
03:09so
03:10if
03:11you have
03:12any stock
03:13please
03:14invest
03:15and
03:16if
03:17you want
03:18to buy
03:19830
03:20to
03:21845
03:22you can
03:24manage
03:25portfolio
03:26manage
03:27you
03:28to
03:29you
03:30you
03:31you
03:32you
03:33you
03:34you
03:35you
03:36you
03:37you
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