Defence and space are once again in focus, with fresh momentum following major Cabinet decisions. Gaurang Shah, Senior Vice President at Geojit Investments, explains why missing the earlier rally is not the end of the road and why this sector remains a strong long-term growth story. From domestic reforms to export potential, Shah highlights why defence continues to offer multi-year opportunities. Watch his perspective on where the next targets could lie and why it may still be the right time to take the leap.

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