The Defence sector is back in focus amid rising global tensions and increasing government spending.
In this video, we break down the Defence sector from a macro perspective, the impact of global conflicts like the US–Israel–Iran war on India, and key Q4 updates of major companies like HAL, BEL, and GRSE.
We also explore different ways to get exposure to the Defence theme, from stocks to ETFs and mutual funds.
If you want to understand how this sector is evolving and what to watch going forward, this video covers it all.
What is covered?
00:00 - Introduction
01:19 - Defence- A macro view
04:23 - Impact of US-Israel-Iran war on India
10:06 - Defence Q4 results updates
11:47 - How can one get exposure to the Defence theme?
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