India
@India1201
Liberal who is unbiased Nothing is softer or more flexible than water yet nothing can resist it. Not a certified financial analyst
Joined June 2017
477 Following 860 Followers
Europe’s massive defence expansion & fiscal expansion is a key trend next 5 years. India will be a market for them & key strategic partner
They can’t rely on China for defence
Indian cos with JV & capabilities will outperform
Axiscades Spanish ceo / focus on defence
Relinfra ( Dassault & Thales )
Azad Engineering
Force Motors (MTU JV. Tie with BMW & Merc )
Marine Electricals
Moat in defence is unique unlike in renewables or other manufacturing
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