Three sectors investors should watch now

An investor outlook from LiveMint highlights three sectors to track amid easing West Asia tensions: Defence, Critical Minerals, and Nuclear Energy. Defence production surged to about Rs 1.78 trillion in 2026 with a target of Rs 3 trillion by 2029, while exports grew to Rs 38,424 crore last fiscal. The government has approved the National Critical Mineral Mission with Rs 16,300 crore allocation and cut customs duty to zero on 12 critical minerals. Under the Nuclear Energy Mission, India targets 100GW of nuclear power capacity by 2047 to meet rising electricity demand.