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ETMarkets Smart Talk | Defence and electrification are multi-year structural themes for India: Prateek Agrawal

Geopolitical shifts and the drive for self-reliance are creating long-term investment opportunities in India's defence and electrification sectors, according to Prateek Agrawal of Motilal Oswal AMC. He emphasizes focusing on businesses with durable earnings growth amidst evolving global dynamics, highlighting the potential for alpha generation in niche, high-growth spaces.

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Economic TimesLean R·2h ago
ETMarkets Smart Talk | Defence and electrification are multi-year structural themes for India: Prateek Agrawal
Geopolitical shifts and the drive for self-reliance are creating long-term investment opportunities in India's defence and electrification sectors, according to Prateek Agrawal of Motilal Oswal AMC. He emphasizes focusing on businesses with durable earnings growth amidst evolving global dynamics, highlighting the potential for alpha generation in niche, high-growth spaces.
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ETMarkets Smart Talk | Defence and electrification are multi-year structural themes for India: Prateek Agrawal

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ETMarkets Smart Talk | Defence and electrification are multi-year structural themes for India: Prateek Agrawal

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