Expert Reveals Best Small Cap Defence Stocks, Here's Why He Is Bullish

Defence and AI-linked companies continue to attract investor attention as strong order books, government support and technology-driven demand reshape market leadership. While traditional defence names dominated earlier phases of the rally, investor focus has gradually shifted toward companies benefiting from emerging themes such as drones, anti-drone systems, electronics and data infrastructure. Ashish Chaturmohta, Managing Director, PMS - JM Financial, discusses why select defence companies and AI-driven data centre plays remain part of his investment strategy. He highlights the importance of identifying segments with stronger earnings momentum and improving business prospects while managing risk through disciplined allocation. Watch this conversation for insights into defence sector rotation, AI infrastructure opportunities and the rationale behind exposure to high-growth themes.