Pashupati Advani is bullish on the defence sector, identifying it as a pocket where conviction holds up despite broader market gloom. He believes defence stocks deserve a serious look due to non-negotiable government and allied spending on hardware and infrastructure, driven by ongoing conflicts.

Pashupati Advani’s track record: 4 graded calls · 95% CI 30–95%

Nifty InfraBullishCalled 23 Mar 2026Graded 19 Jul 2026
Verdict:HIT

Nifty Infra rose from ₹8734.20 to ₹9318.25, a gain of 6.69% in 30 days.

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