German move: Time to change bias to Hold & Buy? 5 PSU & 5 private defence stocks with an upside potential of up to 50%

What Germany did a few days back has huge implications for how the global defence industry, including that of India, takes shape in the future. A country known for its strict control over debt, Germany discarded those curbs as it announced a massive increase in its defence spending. Is this relevant to the Indian defence sector? Yes, to the extent that it is an indication of a bigger change taking place in the global order. So, how should you play this as a domestic investor? For one, you need to...