Indo-Pak Tensions | Samir Arora Explains Why Defense Stocks Could Be The Next Big Opportunity

Samir Arora of Helios Capital discusses the rebound in the defense sector following a steep correction. Arora highlights a global trend of rising defense spending, driven by countries wanting to reduce their dependence on the U.S. for security, especially after recent geopolitical developments. While acknowledging that India has limited exposure in this sector, he believes the country could still benefit from this broader shift. Arora shares insights on why defense spending is set to increase worldwide and how it could impact markets in India.