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0:00:00 Rise of Defence Sector: The Intro
0:12:41 India's need for Defence
0:20:29 Worldwide growth in Defence
0:28:15 India's key policy reforms
0:39:56 Value Chain analysis
1:16:42 Valuations & Technicals
1:31:25 Risk Factors
1:33:14 Learnings summarized

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