How Defence Manufacturing Is Becoming India's Next Big Investment Theme

India's defence sector is entering a powerful growth phase, driven by indigenisation, rising government spending, and a stronger focus on self-reliance. In this exclusive discussion, Aparna Shanker, CIO (Equity), The Wealth Company AMC, explains why defence and defence ancillary companies could emerge as key long-term growth stories. She highlights how India's push to develop domestic capabilities is creating opportunities beyond traditional defence PSUs, with several new companies expected to benefit over the next three to five years. Watch the full conversation to understand why the defence sector remains one of the most promising themes for long-term investors.