According to Vinit Bolinjkar, Head of Research at Ventura Securities, buying the dip in defence stocks is a better option than buying the dip in railway stocks due to the potential growth in the defence sector and uncertainty in emerging geopolitics. Bolinjkar also anticipates that auto stocks will perform well in the festive season, with Maruti being a standout. Additionally, smaller real estate companies focused on tier-2 and tier-3 towns are favored, and companies involved in waste and water management in the infrastructure space are expected to do well
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