$100 crude & 95 rupee: Why Arvind Kothari is still buying these 5 emerging themes despite the war

Despite economic headwinds, Niveshaay’s Arvind Kothari sees opportunity in market dips, doubling down on high-conviction themes like electrification and defence. He believes these sectors possess “war-proof” structural moats, accelerating growth due to macro shifts. Investors should brace for second-order effects but focus on long-term structural growth stories.