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Rohan Saha

Founder - Burn Finan...ย โ€ขย 2d

Q1 numbers are rolling in and things are looking better than last time a lot of Nifty 500 companies are showing solid profit growth EPS is up by 8 to 10% and margins have improved especially in auto and pharma last season even with okay results the market slipped But this time investors seem a bit more hopeful valuations are still high though so it is more about picking the right stocks than just going with the flow.

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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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