The spectacular success of India’s defence forces in Operation Sindoor has put the spotlight on the country’s defensive and offensive capabilities that few knew about.
It also highlighted the success of inducting the private sector as a key stakeholder in manufacturing defence equipment—a hitherto no-go area for anyone other than government companies.
The obvious question: Has this changed the rules of the business of defence? Will this incentivize more private sector players, entrepreneurs to embrace investments?
To answer all this and more, StratNewsGlobal.Tech spoke to Sanjay Bakshi, Managing Partner, ValueQuest Capital LLP. Besides being a world class value investor he is also Distinguished Adjunct Professor, Finance, at Flame University, Pune on Capital Calculus.
