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.
Anil Padmanabhan has been a journalist for the last 36 years. He has worked in various capacities in several publications including Afternoon Despatch & Courier, Press Trust of India, Business Standard, Mint and was based in New York for India Today. He was a Nieman Fellow in 2001. He tweets at @capitalcalculus.
