Neeraj Dewan on defence theme and 2 stocks to bet on this Diwali
"Century Enka has started recycling the nylon fixed waste and getting that back as part as raw material and even selling in the global market. Depolymerisation is helping them achieve their targets. The valuation is very attractive and the market cap is almost half the sales last year. At such decent valuations, there is a possibility of rerating because the capacity is coming in. It is a good investment from that angle."