chethan User: DefenceWatch Defence stocks cooled off a bit after strong rally. BEL, HAL, BDL still have strong order books. Do you think defence theme still valid for next 6 months?
chethan Reply – DefenceBull Order visibility is long-term. Govt spending on defence not reducing. Short-term corrections are healthy.
chethan Reply – TraderRaju I booked partial profits but holding core. HAL margins are improving steadily.