Why you should Avoid Defence and EV for atleast a quarter

We know that last 2 years we made huge money out of these stocks. Special Tata mators, zentch, olectra green, Tata power and waree energy provided immense net worth to the investors. Now coming to the part right now what is happening in the market. EV will be good performing but the problem with them is prices of cars and bikes. They are making range of cars are good but what about prices that we pay. 45% car bought in India operated as Taxi Or on tent. Does this market still under penetrate Yes because they wants to buy a car of 15+ lakh better they are looking for maruti suzuki dzire, swift or tiago with cng. T The market Tata motors serving is global ans china, us they are getting huge competition from BYD, tesla and other new player. This causing them to not to increase prices otherwise sales are going down. Only player in this market is Mahindra who is looking promising with their design and range Car makes itself all of them are facing challenges due to middle class not putting hard earned money into the cars. Taxes already at very high and earning are getting lower in hands of middle class. That's clearly seen in the FMCG company sales. Only essential things are getting bought and remain they are ignoring. Coming to the defense stocks they already ran a lot. All the stock are almost 3 times in last 2 years. Did you really think their business are got doubled or trippled in these sector. Orders are high but all orders not go to complete in the same year. They are long term execution orders like 7-8 years. Almost every good investot either decreased or exited from. These stock. Only public is remaining in these stocks right now. You should avoid these stock for atleast 2 quarter and see them how they are giving the results. If they started giving results of 26+% revenue growth then it going to opportunity otherwise it's waste of money. My point is buying growth stocks at lower valuation.J Commenti whats your thinking on these