We are trimming holding in auto ancillary, capex plays; buying defence: Nilesh Shah, Envision Capital
“In areas like defence where there is an incredible opportunity for the coming decade. Defence as a sector is where IT was maybe 20 years back. There’s a huge opportunity and with the whole buzz and manufacturing tailwinds and the government’s thrust on indigenisation, clearly defence is a huge opportunity for the next 8 to 10 years.”
