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defence stocks | PSU stocks: Why Kenneth Andrade is going contra, avoiding defence and PSU stocks

Kenneth Andrade, of Old Bridge Capital Management, emphasizes market breadth narrowing to specific stocks and commodity favoritism. He discusses challenges in the IT and defense sectors, PSU companies, and future businesses like Zomato and Paytm. Andrade says: "I am a firm believer that any company out there who gets pricing power will get price earning multiples. " ....

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