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Rohan Saha

Founder - Burn Inves...ย โ€ขย 2m

Like I said yesterday the defence sector had a good chance to do well today and thatโ€™s exactly what happened but itโ€™s also true that defence stocks are quite overvalued right now. Still we canโ€™t make decisions based only on valuation we have to look at the situation too and in the current global scenario, defence companies are among the most important thatโ€™s why these stocks have become so expensive.

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Rohan Saha

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Right now, the condition of defence stocks in the market is such that people want to invest, but still they aren't doing it. I never imagined defence stocks would become this overvalued, the kind of PE expansion they've seen is unbelievable. The enti

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Rohan Saha

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Okay, I was just checking the valuation of our Indian stock market and I noticed something interesting. Despite the heavy sell-off in October, FMCG, IT, and small-cap stocks are still overvalued. I understand why IT stocks are overvalued because the

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Indian defence stocks have witnessed a significant surge, adding Rs 1.8 Lakh Cr to investor wealth since 9th May'2025. Indiaโ€™s defence stocks have been on a strong upward trajectory over the past two weeks, with several counters posting gains of up

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Rohan Saha

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If we see a decline in defence stocks starting next week, I won't be surprised at all. No doubt, there is scope in the defence sector, but the current high valuations are not justifiable from any angle. Overall, a healthy correction of 10% is possibl

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Udyamee

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Today's performance of the stocks that fell the most yesterday. Your prediction for tomorrow? Will Adani fall tomorrow, or will it continue bouncing back?

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Rohan Saha

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Whatever happens in the market tomorrow I personally feel defence stocks could do well after todayโ€™s evening news there is a positive sentiment building around them almost everywhere.

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