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defence stocks to buy: What is the best way to assess and railway & defence PSU stocks? Mihir Vora explains

Mihir Vora, CIO of Trust Mutual Fund, discusses the tendency of investors to overestimate short-term and underestimate long-term growth in high-growth sectors. He highlights the potential of PSU defence, railways, and manufacturing sectors in India, while cautioning about the risks of global commodities and the possibility of Chinese currency devaluation.

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