HAL
Halliburton Company
stock NYSE

Just went deep on XOM, HAL, SLB, RTX, CVX, GD, and LMT.
15k boots on the ground tomorrow. Dump Monday.

If XOM and CVX feel overextended, traders often look at mid-cap E&P companies or oil service stocks (like SLB or HAL), which can show higher beta and volatility. Since you're targeting delta, watch for price consolidation near support levels rather than chasing peaks.

Kid, you seem to be new to this. Indian babugiri runs deeper than any provisional government.
RBI is fundamentally decoupled from the electoral mandate, not that the latter is any better at fiscal policy. Similarly, SEBI, ONGC, HAL etc have been a self inflicting wound regardless who was elected.
Tum chaddi inki pehen lo ya congress muh pe rakh lo, babus don't change.

There's a lot of damage already to oil and gas infrastructure. Thinking about adding some companies that repair all that stuff. MG, EME, FLR, HAL. Seems like they'll be busy for years between the middle east and Russia if sanctions get waived.

Defense is a very bad idea for indian stock market. No country uses HAL or any such company's products or services. 
Pharma: there are few bigwigs which give profit but they too are down lately and were down before too before COVID.
People tend to shift to cheaper generic brands instead of standard companies. Whatever these companies invest in research and drug development is often not recovered during recession times.
FMCG: YES!  can carefully select forgood promising stocks

\> We might be in 1998 instead of 2001 correct, but i dont have an idea when it all crashes down so better to not invest at these levels for me
IMO it's fine. I'm not going to pull away my main allocation and invest it all in semiconductor stocks. Most of my assets will still be in Google stock and Indian MFs and a little portion towards my BLR apartment and even smaller portion towards these bets and gold.
\> For all its faults, india is a nuclear armed state with decent levels of government power, we are nowhere close to a failed state and wont ever be
India is a failed state and has been a failed state for decades. Even Pakistan is a nuclear armed state and top 5 in world in terms of military power, just like India. Heck, they even have 5th gen fighter jets from China that our corrupt HAL will never be able to make.
A government which can't even clean it's streets or make even proper footpaths is a failed state. My question to you is: Can you live with dignity in government provided areas? No right, you'll want to live in a gated society away from the morons and municipality.
\> 70% of india currently survives on government rations, we are an extremely unequal country already, the upper middle class workers u talk about are the elite
They are, but my point is all of these 10-30 LPA folks will be unemployable in 5 years. These are driving a lot of consumption and taxes. Without these, there's no money to fund freebies.
\> 70% of india currently survives on government rations, we are an extremely unequal country already, the upper middle class workers u talk about are the elite
Taxes are already at 40% for the rich, the government can't make taxes say 80%. Corporates will find clever workarounds to evade taxes, the rich will just leave at 50-60% taxes.
\> I find blanket statements often go wrong, as the truth is often gray, saying there will be 100% job loss in 2 years sounds naive at best, delusional at worst
I'm not saying there'll be 100% job loss, more like 50-60%. No one's replacing salesmen, shopkeepers, ground staff, electricians etc.
The problem is the kind of job loss that will happen will be white collar jobs. The ones which pay taxes.
\> What other countries are better? Every country in the world relies on knowledge workers, and it is only countries with nuclear warheads that are truly safe, we saw what happened in dubai and that should lift any assumptions that soft power makes a difference, in the end i will feel much safer staying in India, knowing that we cannot be invaded and my home doesnt blow up the next day, most companies want the same thing too
LOL my relative lives in the UAE. They said even during war they'd much rather live there than in India. The probability of getting injured and dying in a pothole related incident in India is higher than war related in UAE.
\> It always pays to be an optimist, being a pessimist is the easiest thing in the world
Yes sure, as I said I expect indian markets to hit 28-29k this year. I'm just not confident on long term goal. I'm not gonna pull out my indian mutual funds BTW.
I'm just hedging. Neither positive nor negative.

was thinking about "HAL" and a few other service providers, but its so fucking capped upside, longterm and the multiples are not all that attractive right now.