Anshul Sehgal Bets Big On Defence Smallcaps Amid Global War Fears

Is India’s defence sector preparing for its next mega rally? Market expert Anshul Sehgal believes the long-term story is far from over. Despite consolidation in defence stocks after the 2024 rally, Sehgal says geopolitics, global wars and India’s aggressive push for indigenisation could create massive opportunities ahead. From drone inhibitors and radar systems to naval equipment and defence electronics, Sehgal reveals why his portfolio remains bullish on select smallcap defence names. He believes India can no longer depend on foreign suppliers in a world facing constant geopolitical tensions. As defence manufacturing scales up, companies moving up the value chain could become the next big wealth creators on Dalal Street. Watch this explosive conversation on the future of India’s defence boom.