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defence sector

Discussion in 'Fundamental Analysis' started by srikanthnaagolu, May 12, 2017.

  1. srikanthnaagolu

    srikanthnaagolu New Member

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    In the view goverment is having major focus on defenec manufacturing and may create good evevironment for foreign investments into this sector . Please share views on investing in this sector. Also request views on reliance defence and manaufacturing

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  2. shabbir

    shabbir Administrator Staff Member

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    Reliance as the group is horrible and ADAG is even worse. So if you prefer investing, always avoid these stocks.
     
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  3. srikanthnaagolu

    srikanthnaagolu New Member

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    Thank you Mr shabbir, i will do some study to select one good stock in this sector to invest

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  4. bhat64

    bhat64 Apprentice

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    My view here in defence space is to look for niche..and the space where government intervention is the least..government must not have any say on a companies or sectors margins or operating model..so look for those..sankya infotech was one I was tracking sometime back..few forging and casting companies may be worth a look plus capital goods is seeming to be turning around cyclically


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  5. csesanthosh

    csesanthosh Member

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