Geopolitical uncertainties and the growing need for strategic self-reliance are reshaping India’s investment landscape, creating long-term opportunities in sectors such as defence and electrification, according to Prateek Agrawal, MD & CEO of Motilal Oswal AMC.
In an interaction with Kshitij Anand of ETMarkets for the Smart Talk series, Agrawal argues that rising global defence spending, increasing indigenisation, and the push towards domestic energy security will drive sustained growth across these themes for years to come.
