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Gurmeet Chadha is tracking defence, energy and manufacturing stocks and adding to portfolio: Gurmeet Chadha
Gurmeet Chadha discusses the performance of Bank Nifty, the growth of the MF industry, and the potential in the defence and energy sectors. He highlights the positive outlook for financials, manufacturing, and rate sensitives. He suggests considering investments in HDFC Bank and ITC. He thinks think the problem with a lot of the private banks including HDFC, Kotak etc. is temporary and things will change.