Is the Indian Defence Sector still Attractive for Investors?

[@sabyasachisen7230]

I think Omni team lacks research on emerging defence challenges and probable government actions. They are traditionally holding on to all the High valuation stocks , when it's time for profit booking

[@Rajmohan13Nayak]

@sabyasachisen7230 I just entered this Smallcase 2 days back at an absolute peak. The more I think about your comment the more worried I'm getting What do you think I can do?

[@VijayS-dh9nn]

​@@Rajmohan13Nayak very wrong entry. exit for now and enter when you start seeing this sector recovery if you are really interested in the Defense sector only. Else enter any other non-thematic, large-mid-small combination smallcase based on your risk appetite

[@prithviraj_Equitywala]

Any upcoming new Smallcase ?.

[@thebeautifulanimal]

They have 19, you can't find one that suits you?

[@dr.rajeshgoel5765]

Omniscience team is really great.

[@krunalbhavsar6878]

Vietnam and Indonesia have expressed interest, but as of now, there has been no confirmed deal or full execution of an order for the BrahMos missile with these countries. The negotiations and discussions are ongoing. do not fool people only Philippines deal is in final stage rest are just on talk 😂😂😂😂

[@krunalbhavsar6878]

Be cautious while investing in PSU stocks. The defense sector appears overvalued and is likely to face a sharp correction. Many investors are heavily invested in PSU stocks, and with the election now over, the correction could intensify. Despite the rally, most PSU fundamentals remain unchanged, driven more by order books than actual execution. Additionally, these investors lack a proven framework, as their portfolios on Smallcase, are filled almost entirely with PSU stocks.

[@mobinjsr1934]

Sir i Can't afford all of your smallcase...please suggest one

[@Liondewarangal]

I suggest OmniScience SmallCam Supertrons

[@abhishekjharkhade]

Any update coming on Banking smallcase ?

[@ameybhise3183]

अबकी बार री बॅलन्स में PSU कम करो महाराज जी

[@Anthhaa]

No discussion on STCG. How will it impact your strategy? Is that the reason for not rebalancing the portfolio in July?

[@thebeautifulanimal]

Do the math yourself; what more are they going to tell you?

[@maheshsocial]

Looks like you are forced to make a video. Its not very engaging. You need to work on camera angles, editing and bring in more energy so that it looks little more professional.