What’s Driving The New Surveillance Stock Theme On Dalal Street?

A new theme is gaining traction on Dalal Street: surveillance. The space spans CCTV systems, video surveillance, AI-enabled monitoring and allied security solutions, with companies positioned to benefit from rising demand across government and enterprise infrastructure. The theme is being driven by three broad factors — stricter regulatory mandates, geopolitical policy shifts and multi-billion-dollar infrastructure upgrades.

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