Welcome to the 13th episode of the Indian Market Story with your host, Varun Mehta. Today, we are joined once again by our esteemed guest, Mr. Dipan Mehta. In this episode, we delve into the vibrant world of Public Sector Undertaking (PSU) defense stocks, which have yielded a whopping 350% return over the past five years. With an impressive market capitalization of $40 billion, this sector holds an undeniable significance in India's economic and strategic landscape. We are embarking on an in-depth exploration of this crucial industry through the first episode of a three-part series dedicated to the Indian defense sector. In this episode, our focus is on the PSU Aerospace sector, where we'll discuss the journey of 'Navratna' companies like Hindustan Aeronautics Limited (HAL), Bharat Electronics, and Bharat Dynamics towards indigenizing defense produc ...