7 capital goods and defence stocks which can be bought now: Sandip Sabharwal
“Stocks like Bharat Electronics, HAL, etc, continue to remain buys on any dips and there are some private sector companies which benefit due to defence capex like Bharat Forge which has made forays and which could do well. Ashok Leyland, Tata Motors are also trying for some business and they are smaller companies in this segment like Astra Microwave.”