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Welcome to today’s deep dive on the global and Indian defence sector — where geopolitics, military innovation, and stock market opportunities come together.
In this episode, we explore:
Why wars happen and how global power is shifting
How modern warfare — like drones and cyber tech — is replacing tanks and jets
India’s growing role in defence exports, reforms, and key companies leading this change
The value chain of the defence industry, plus we explore valuations, technical trends, and risk factors investors should know
And yes — we break down several top Indian defence companies shaping the future
Whether you're a student, investor, or just curious about how defence is evolving, this episode is packed with insights for listeners like you.
Let’s get into it. 🎙️
By SOIC: School of Intrinsic CompoundingWelcome to today’s deep dive on the global and Indian defence sector — where geopolitics, military innovation, and stock market opportunities come together.
In this episode, we explore:
Why wars happen and how global power is shifting
How modern warfare — like drones and cyber tech — is replacing tanks and jets
India’s growing role in defence exports, reforms, and key companies leading this change
The value chain of the defence industry, plus we explore valuations, technical trends, and risk factors investors should know
And yes — we break down several top Indian defence companies shaping the future
Whether you're a student, investor, or just curious about how defence is evolving, this episode is packed with insights for listeners like you.
Let’s get into it. 🎙️

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