Metals, particularly Tata Steel, JSW, Hindalco, SAIL, and Jindal Steel, are set to perform strongly in the next three months amid a weak dollar and low coke prices. HAL, BEL, and Bharat Dynamics are attractive buys given India's increasing defence investment. Despite short-term sluggishness in retail brokerages, the industry has a bullish long-term future with increasing cross-selling opportunities.