12% Portfolio Bet: Expert Reveals The Top Stocks Driving Future Growth

India’s defence, semiconductor, and power sectors are emerging as key long-term investment themes, driven by strong government support and rising capital expenditure. Ashish Chaturmohta, Managing Director, PMS - JM Financial, says these themes account for nearly 12–13% of his portfolio, reflecting strong conviction in their growth potential. He highlights CG Power as a unique play on both transformers and semiconductor OSAT, while Siemens Energy stands out due to its strong order book and opportunities in the HVDC segment. In the defence space, he remains positive on Solar Industries and select anti-drone companies, expecting robust earnings growth over the next three years. Watch the full discussion for detailed investment insights.