Private banks, NBFCs and defence stocks to lead market gains: Rahul Shah

Indian markets show strength, driven by robust domestic factors. Financials, metals, and defence sectors attract investor attention. Rahul Shah of MOFSL highlights opportunities in banking, NBFCs, and HFCs. HDFC, ICICI, and SBI are expected to perform well. Dixon Technologies shows promise in manufacturing. Bharat Dynamics and BEL are key defence stocks to watch. Investors focus on structural growth amid volatility.