Defence Sector Outlook: Why Large Defence Stocks Could Be A Better Bet For Retail Investors

The defence sector continues to attract investor interest, but should retail investors enter at current levels? Feroze Azeez, Joint CEO, Anand Rathi Wealth, believes the answer is yes, particularly for investors with a longer-term horizon. He suggests that retail investors with little or no defence exposure should begin with larger companies in the sector rather than immediately chasing smaller stocks. According to him, if a sector carries higher risk, investors should consider established, large-cap players first. He also highlights Solar Industries as a company that has attracted strong interest from large fund managers. The focus, he says, should be on gradual exposure and longer-term opportunities.