Geopolitical shifts and India's drive for self-reliance are creating long-term investment opportunities in the country's defence and electrification sectors.

India

Who

Prateek Agrawal (MD & CEO of Motilal Oswal AMC)

What

When

Tue, 16 Jun 2026 03:30:00 GMT · 1h 44m ago

Where

India ·

Why

Rising global defence spending and the push for domestic energy security are driving sustained growth in these sectors.

The Frontline Impact

How this affects you

These trends are expected to reshape India's investment landscape, providing opportunities for alpha generation in niche, high-growth spaces, and encouraging a shift toward domestic energy sources and electric vehicles.

Story chain

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No related history yet - this is the origin event.

Verified Sources & Citations

The Economic Times
https://economictimes.indiatimes.com/markets/expert-view/etmarkets-smart-talk-defence-and-electrification-are-multi-year-structural-themes-for-india-prateek-agrawal/articleshow/131738884.cms
HIGH

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