ETMarkets Smart Talk | Defence and electrification are multi-year structural themes for India: Prateek Agrawal (opens original article in a new tab)

India's defence and electrification sectors are identified as long-term structural investment themes due to geopolitical factors and energy security needs, according to Prateek Agrawal of Motilal Oswal AMC.

• Geopolitical uncertainties and strategic self-reliance are driving long-term investment opportunities in India's defence and electrification sectors.
• Defence spending is expected to rise globally over several years, with a focus on indigenisation and technological upgrades.
• Electrification is highlighted as a key structural theme for energy security and reducing reliance on imported fuels.
• India's economic growth is seen as steady, with potential for future FPI inflows as growth opportunities re-emerge.