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.
Prateek Agrawal of Motilal Oswal AMC highlights defence and electrification as India's multi-year structural themes. Geopolitical shifts and the drive for self-reliance are creating long-term investment opportunities in these sectors. He advises focusing on businesses with…
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