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AMIT ANWANI
Data centres, semiconductors to drive next growth phase for L&T: Amit AnwaniLarsen & Toubro faces near-term challenges but is strategically pivoting towards technology and new businesses for long-term growth. The co...- Defence budget may grow 8–10% annually; execution key for defence stocks: Amit Anwani, PL CapitalIndia’s defence spending may not rise sharply as a share of GDP, but capital outlays are set to grow 8–10% annually, says Amit Anwani of PL...
- Small private defence firms poised for strong growth amid policy reformsIndia's defence sector is poised for a significant transformation with the 2025 Procurement Manual, boosting domestic production and encour...
- Amit Anwani on why despite stretched valuations, HAL is still the top pick in defenceHAL remains a top pick despite stretched valuations, fueled by massive order book growth and strong CAGR potential over the next seven to e...
- L&T riding infra wave likely to extend its record run into 2024Analysts said despite the recent record-breaking run, there is still room for more upside in 2024 spurred by the ongoing momentum of infras...
- After rising over 120% this year, will defence stocks strike again or run out of steam?Shares of Mazagon Dock Shipbuilders, India’s only shipyard to have built destroyers and conventional submarines for the navy, have gone thr...
- Capital goods index hits all-time high. Will the bullish run continue?"Despite challenges from the export side and commodity inflation, capital goods companies have clocked strong volumes. In FY23, particularl...
- Multibagger stocks: 9 FII sweethearts rally up to 533% in 1 year. Time to buy?An analysis of stocks with a market capitalisation of over Rs 500 crore shows that FIIs have raised their bets in these 9 multibaggers that...
- Defence stocks rally up to 8% ahead of Budget. Should you buy?Defence sector, as every year before the Budget has a wishlist, out of which the important one is the outlay for emphasis on indigenisation...
- 4 defence sector stocks with up to 32% upside potentialGovernment support, higher defence expenditure, robust exports and huge order books to drive performance of defence companies in future.
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