Party may be over for defence story, but long-term, here are 2 stocks to bet on: Hemang Jani

Hemang Jani, market expert, analyzed recent trends in defence, NBFC, and gold financier stocks. Defence stocks like BEL and HAL still show growth potential. Shriram Transport Finance and Chola are promising among NBFCs. Muthoot stands out among gold financiers. He also highlighted evolving dynamics in brokerage stocks impacting their valuations.