Defence: The NEXT BIGGEST Wealth Building Opportunity for 2030 | Ft. Siddharth Srivastava скачать в хорошем качестве

Defence: The NEXT BIGGEST Wealth Building Opportunity for 2030 | Ft. Siddharth Srivastava

📈 Learn Investing and Personal Finance: https://www.upsurge.club/courses/stoc... In this podcast, we are joined by Siddharth Srivastava, Head of ETF Products and Fund Manager at Mirae Asset Global Investments. The discussion focuses on the growing importance of the defence sector, why defence spending is increasing both globally and in India, and how the Make in India push is shaping defence manufacturing. We also talk about listed defence companies, their order books, earnings visibility, and how investors should track and evaluate this sector. The conversation further covers defence sector valuations, the role of defence stocks and funds in a portfolio, the BSE Defence Index, and the difference between PSU and private defence players. Overall, this episode helps investors understand whether defence is a long-term theme, how to approach it sensibly, and how ETFs can be used to gain exposure in a disciplined way. Disclaimer: The ideas, analyses, and strategies shared on this platform are for educational purposes only. They should not be interpreted as financial advice. Any decision to act on the content provided is made at your own risk. Join our community: https://t.me/upsurgecommunity Check out our Conversation with top Investors in India:    • Podcasts   Follow Us On Other Socials⚡ 🌐Our Website: https://www.upsurge.club/?invite=YUTB... 📈Instagram:   / upsurge_club   ✍LinkedIn:   / upsurge-club   🐦Twitter:   / upsurge_club   Telegram Community: https://t.me/upsurgecommunity What is Upsurge.club? 🤔 We are a one-stop solution for learning trading, investing & finance from leading industry experts. Choose from our curated range of 300+ courses, along with live webinars and discussions, to stay one step ahead of your peers when it comes to stock market trading & investing. Start your stock market journey today with upsurge.club. 🚀 Timestamp: 00:00 Preview 01:10 Introduction 01:48 Reasons for increasing defence allocation 04:30 Is this a global shift or India-only 07:35 Reasons behind Make in India defence products 10:20 Companies related to defence manufacturing 16:20 Companies actively making defence products 18:42 Weightage of defence companies in indices 20:42 Order book to revenue conversion 22:15 The right way to track defence companies 23:00 Is the defence sector fairly valued 27:40 Future earnings potential of defence companies 29:32 Defence allocation in a portfolio 33:10 BSE Defence Index explained 37:25 PSUs vs private defence players 39:45 Why defence funds now 42:45 Conclusion #upsurge #financiallyfit #screener #fundamentalanalysis #valuationary #basicsofstockmarket #stockmarketbeginners #stockmarket #investing