India’s aerospace and defense sector shows significant growth. A major deal with France for Rafale-M jets strengthens national security and domestic manufacturing. The defense budget is increasing, creating opportunities for Indian companies. Defense exports are rising, with ambitious targets set for 2047. Hindustan Aeronautics and Bharat Electronics are well-positioned for growth. The sector presents a long-term investment opportunity.
ETMarkets PMS Talk | A ‘private equity approach’ to public markets has driven our investing success for 15 years: Sameer Shah
ValueQuest’s Sameer Shah champions a private equity approach to public markets. He focuses on deep research and conviction in identifying transformative business trends early. Shah
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