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
Forget US tariffs
Focus on defence cos allied with Europe
Force Motors
Axiscades
Marine Electricals
RELINFRA
Azad Engineering
Dredging corporation huge growth ahead
Irrespective of what is happening around
India is now in a safer zone than rest of world
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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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