Nilesh Shah, MD & CEO, Envision Capital says IT will not see more than 10-15% correction from current levels – at those levels, the sector becomes very attractive. Midcaps will get higher valuations since they are the growth stocks and can grow at 15-20%.
The Defence sector will be what IT was 20 years back With indigenization and mfg thrust, #defence sector is a huge opportunity for 8-10 years.
Own Bharat Dynamics and Garden Reach Shipyard
Nilesh Shah, MD & CEO, Envision Capital
Stock: Bharat Dynamics Ltd, Garden Reach Shipyard
#MarketMakers | Nilesh Shah of Envision Capital says
-See huge opportunity in the defence space
-Own Bharat Dynamics and Garden Reach in Defence
-BEL is outstanding, bullish on Radico Khaitan & United Spirits @nikunjdalmia @CapitalEnvision #StockMarket #StocksToWatch pic.twitter.com/IjLFLycJRv
— ET NOW (@ETNOWlive) September 22, 2022
Investor:Envision CapitalNilesh Shah