: Support from government capex and PLI schemes favors sectors like Defense (HAL, Bharat Electronics) and Automotive (TVS Motor, Mahindra & Mahindra) .
These are market leaders with proven business models, strong cash flows, and a history of navigating economic cycles. best stocks to buy in india for long term
These companies are strategically positioned to benefit from structural shifts like infrastructure spending, premiumization, and digitalization. : Support from government capex and PLI schemes