Everyone has a view that people want to buy this premium and the super premium vehicles. I met the two-wheeler and the four-wheeler players. What I am gathering is that there is a big surge in terms of what people are wanting in terms of premiumisation. I have personally met most of the auto companies recently in the last couple of weeks. If you see, there is a rising trend and everyone is trying to upgrade. We are very positive right now on autos and particularly not only autos, but the discretionary space overall. Which are the spaces where you have the top bets? And we are proving it that the kind of technology we are upgrading into, we are going to be making a big mark in terms of defence globally as well. India is gaining a lot of ground, particularly when we are seeing orders coming across the globe towards India. Considering how the geopolitical situation has been globally and the focus that our government has got on defence, it is very clear that this order booking story, not only domestically, but also in terms of exports is going to become bigger. The good part about our market is that we keep rewarding growth. What is the right way of looking at defence because order books are there, big picture in terms of government commitment is there, private sector is also getting a lot of business and the fact that we are looking at a multi-year cycle? Right now stocks are up but the long-term story is also intact? Unlock Leadership Excellence with a Range of CXO Courses Offering College
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