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INDIAN DEFENCE STOCKS
Landmark NSE IPO threatens to hollow out Dalal Street’s shadow marketWith the National Stock Exchange preparing for its listing, India's primary market is poised for significant enhancement. The landmark IPO ...21 Sep, 2026, 11.43 PM IST- Global funds, same tech bet? The diversification trap Indian investors may missMany Indian investors mistakenly believe they diversify their portfolios by adding foreign countries. However, numerous global indices ofte...21 Sep, 2026, 12.15 PM IST
- $1.5 trillion wealth transfer is coming. How India’s next-gen HNIs are rebuilding family portfoliosNext-generation HNIs are reshaping family portfolios with greater diversification, formal asset allocation and global exposure. Motilal Osw...21 Sep, 2026, 11.10 AM IST
- ETMarkets Smart Talk | Don’t chase growth at any valuation; rising US yields can pressure P/E multiples: Manish KumarMidcap and smallcap stocks are hitting record highs, but rising valuations and higher US Treasury yields could challenge the rally. ICICI P...19 Sep, 2026, 10.51 AM IST
- These large- and mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos have upside potential of up to 25%, according to analystsTalk of tariffs, especially steep ones, makes the market nervous. Which is exactly why the next few trading sessions are critical, and why ...18 Sep, 2026, 01.39 PM IST
- Defence funds deliver 19% returns in 2026, HDFC Defence Fund leads. Should investors chase the rally or stay cautious?Defence sector funds have delivered strong returns in 2026, averaging nineteen percent year-to-date. HDFC Defence Fund led this category wi...18 Sep, 2026, 11.28 AM IST
- BEL shares in focus as PSU receives orders worth Rs 648 crore since late August. What’s ahead after 183% rally in 3 years?Bharat Electronics (BEL) secured additional orders worth Rs 648 crore since late August, covering defence technologies including laser-base...18 Sep, 2026, 08.59 AM IST
- Ahead of Market: 10 things that will decide stock market action on FridayIndian equities ended mixed on Thursday as Sensex slipped 22 points after sharp volatility during the closing auction session, while Nifty ...17 Sep, 2026, 09.09 PM IST
- CAS chaos: Sensex ends in red as indicative price falls 270 points in 5 minutes, Nifty above 23,250Indian stock markets showed divergence on Thursday as Sensex closed lower while Nifty ended higher. Sensex experienced volatility during th...17 Sep, 2026, 03.58 PM IST
- ETMarkets Smart Talk| India less vulnerable to US rate shocks, but expensive midcaps remain at risk: Amar K AmbaniIndian equities are better positioned to withstand global rate shocks due to strong domestic liquidity, but expensive mid- and small-cap st...17 Sep, 2026, 12.43 PM IST
- ETMarkets Smart Talk | Don’t mistake record highs for a broad rally: Why mid- and smallcaps are becoming increasingly selective, says N. ArunaGiriWith smallcaps also trading at significantly higher valuations than in previous cycles, the key question for investors is whether the curre...16 Sep, 2026, 08.49 AM IST
- Cochin Shipyard shares tumble 12% over 2 sessions. Should you buy after multibagger corrects 26% in a year?Cochin Shipyard shares fell sharply for a second straight session after management indicated a lower EBITDA margin target for the next two ...15 Sep, 2026, 12.57 PM IST
- Raymond share price rally 8% as aerospace subsidiary wins multi-programme ordersRaymond shares price rose sharply on Tuesday after its aerospace subsidiary secured multi-programme orders covering more than 300 part numb...15 Sep, 2026, 10.33 AM IST
- ETMarkets Smart Talk | AI, defence, power: Investors need to be selective as valuations turn expensive, says Aditya KhemaniAditya Khemani, Head of Equities at Invesco Mutual Fund, believes investors need to be particularly selective at this stage. He cautions ag...14 Sep, 2026, 08.30 AM IST
- $60 billion opportunity! Will defence stocks fire on all cylinders and who will be the biggest beneficiary?India’s defence sector is entering a new growth phase, with the combat use of indigenous weapons boosting the credibility and export potent...09 Sep, 2026, 10.18 AM IST
- Defence exports rise after Operation Sindoor. Jefferies names Solar, Astra, HAL and BEL as top stock picksJefferies initiated coverage on Solar Industries and Astra Microwave with Buy ratings, citing strong defence growth prospects and rising or...08 Sep, 2026, 09.55 AM IST
- HAL, Astra Microwave, other defence stocks rally up to 4% after DAC clears Rs 1.10L cr proposals; Motilal picks 3 stocks to buyDefence stocks: The Defence Acquisition Council approved defence procurement proposals worth around Rs 1.10 lakh crore, with nearly 98% of ...08 Sep, 2026, 09.29 AM IST
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