Jefferies’ new capex playbook: Defence spend soars 68% – Stocks poised for up to 38% upside
- Posted on December 3, 2025
- By Financial Express
- 5 Views
Jefferies’ new capex playbook: Defence spend soars 68% – Stocks poised for up to 38% upside

Jefferies sees strong momentum in India's rail, road, and defence capex; explore key stock picks with upside potential. Read the latest report.