Excellent analysis.👍 I too have invested in the defence stocks and am experiencing a reality check. A company like HAL has been notorious for cost overruns and delays. They don’t change their old habits overnight.
Have I finally become the "greater fool"? If these stocks doesn't rise then I'll be at loss. Have invested Bharat Dynamics & HAL ₹1 lakh each, now they are at 15% & 10% down respectively. P.S. Anyway, I'm not gonna sell at loss, even if I have to hold these for decades. Still bullish on these stocks.
Stay invested. These stocks are bound to rebound. Russian economy is still doing pretty well despite the war because now the defence industry has been revived in full flow. India will have to become self reliant and these kinda corrections keep on happening. Election results have affected the stock market badly but it all looks good in the longer run. Don't believe in these online news agencies like The Print and all. They are mostly being run by foreign int agencies to cause mayhem in India. They want Indian investors to loose faith in their stock markets. The massive drop is also due to these FIIs pulling out their money when they realised that they couldn't overthrow the ruling govt. Now they want to spread panic so that the prices break down severely and they can purchase stocks again on much lower prices, only to gain eventually. My advice is just stay invested. It's not just the PSUs but the entire Indian Stock Exchange is being deliberately targeted by an uncle with the name Sam.
1. We tend to intelligent on hind sight 2. Such analysis are required when valuations sky rocket 3. Your analysis tends to point that India’s strategy of local mfg is being diluted
Simple pump and dump. Beyond a certain point of valuation even the best of companies become pawns for big players to value trap little ones. Some of these were on outrageously high valuations.
There are a lot of these kind of analysts who come at the end and say, you got stuck cuz of FOMO or when its a rally they would say if you are afraid you cant taste the honey, lol !! Everyone knows that bro.
Surprising, this programme on the print when defence sector great and great future because of modi and the channel almost all the time criticized modi and policies of his govt.😂
Even after 40% fall, it's still 600% up
240% down
Hold
Modi Propaganda of 50% Local Manufacturing 😂 eg Usa Tejas Engine / France Raffle Result 0% 😂
@@ajayvishnuvs9926 mathematically it would be 600%.
I bought Cochin and sold it when it reached its peak booked my profit and left .
The same old story; The market is not for the faint-hearted.
Excellent analysis.👍 I too have invested in the defence stocks and am experiencing a reality check. A company like HAL has been notorious for cost overruns and delays. They don’t change their old habits overnight.
Have I finally become the "greater fool"? If these stocks doesn't rise then I'll be at loss.
Have invested Bharat Dynamics & HAL ₹1 lakh each, now they are at 15% & 10% down respectively.
P.S. Anyway, I'm not gonna sell at loss, even if I have to hold these for decades. Still bullish on these stocks.
Stay invested. These stocks are bound to rebound. Russian economy is still doing pretty well despite the war because now the defence industry has been revived in full flow. India will have to become self reliant and these kinda corrections keep on happening. Election results have affected the stock market badly but it all looks good in the longer run. Don't believe in these online news agencies like The Print and all. They are mostly being run by foreign int agencies to cause mayhem in India. They want Indian investors to loose faith in their stock markets. The massive drop is also due to these FIIs pulling out their money when they realised that they couldn't overthrow the ruling govt. Now they want to spread panic so that the prices break down severely and they can purchase stocks again on much lower prices, only to gain eventually.
My advice is just stay invested. It's not just the PSUs but the entire Indian Stock Exchange is being deliberately targeted by an uncle with the name Sam.
These corrections keep happening! If you can hold long term then you’re definitely going to end up on the greener side.
Bro, I hold onto TCS for three years, until it became profitable.
It is essential for an investor to ignore the short term effects and be patient.
1. We tend to intelligent on hind sight 2. Such analysis are required when valuations sky rocket 3. Your analysis tends to point that India’s strategy of local mfg is being diluted
Retailers can't alone move the prices up so much the defence stock
i forgot whats indias gdp growth ?? its 7% or 70% ?
I thought the word Narrative was banned at The Print newsroom
Similar bubble is in real estate. Hope for correction.
Not correction, there should be a crash.
@@prashanthb6521 I wish ! And so do a billion others. Unfortunately, the entire political class is invested in this.
Amazing that this guy spoke for 10 mins with no stat or facts
Again an excellent episode from Print.❤
Nice topic and well presented
Could this be because actually nothing is happening in this sector.
Before saying something like this study first , do not as per your agenda.
Until they reform procurement and restructure defence sector, no point buying defence stocks.
Very good explanation
Simple pump and dump. Beyond a certain point of valuation even the best of companies become pawns for big players to value trap little ones. Some of these were on outrageously high valuations.
Funny, our political leaders advise people to buy stocks, stating the economy is strong and growing.
There are a lot of these kind of analysts who come at the end and say, you got stuck cuz of FOMO or when its a rally they would say if you are afraid you cant taste the honey, lol !! Everyone knows that bro.
Nifty is falling like having a no bottom , let us wait for intelligent analysis or I told you
7 mins silence for the guys who came to seek defence current affairs for the exam. #RIPUPSCCA
Surprising, this programme on the print when defence sector great and great future because of modi and the channel almost all the time criticized modi and policies of his govt.😂
This man is adorable