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DEFENCE INDEX
ETMarkets NRI Talk | Valuation reset and cooling AI trade are bringing global investors back to India: Mitesh ShahA moderation in valuations, coupled with the cooling of the global AI-driven rally, has made India a more compelling investment destination...04 Aug, 2026, 09.09 AM IST- ETMarkets NRI Talk | Allocate 25-35% of your global portfolio to India for long term wealth creation: Pradeep GuptaFPIs pulled out a record ~$18 billion (₹1.7 lakh crore) that year. 2026 has been worse, rupee returns are down 10% from the year's high, an...03 Aug, 2026, 12.07 PM IST
- Defence stocks rally on strong order books and rising exports: Are they still worth buying?Order books, exports and government spending driving the sector, but valuations are no longer cheap. Nuvama argues that the industry is now...03 Aug, 2026, 11.31 AM IST
- ETMarkets Smart Talk | Manufacturing and financialisation could create the most wealth over the next five years: Siddhartha KhemkaIn an interaction with Kshitij Anand of ETMarkets, Siddhartha Khemka, Head of Research, Wealth Management at Motilal Oswal Financial Servic...03 Aug, 2026, 07.40 AM IST
- Stock Radar: United Breweries stock showing signs of turnaround after falling by about 30% from highs; time to buy?United Breweries stock is showing signs of a potential reversal after a sharp correction. The stock bounced back after testing its 50-day m...31 Jul, 2026, 05.00 AM IST
- Swiggy trims losses in Q1; IT's comeback rallySwiggy delivered improved Q1 earnings with a narrower loss and higher revenue. This and more in today's ETtech Top 5.30 Jul, 2026, 08.37 PM IST
- MF Tracker: Can Motilal Oswal Midcap Fund retain its edge after topping the 5-year return chart?Motilal Oswal Midcap Fund leads five-year returns, raising questions about future performance. The fund delivered strong CAGR, outperformin...28 Jul, 2026, 11.49 AM IST
- Nifty could deliver low-teen returns as earnings drive next leg of bull market: Anand Rathi AMCThe June-quarter earnings season has now begun, and we will be tracking this closely as results come in, with more insights to follow throu...28 Jul, 2026, 11.21 AM IST
- These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of up to 25%Market mood rarely turns all at once. It turns in stages. And India's mood might have just entered the first of them: Because of a commodit...28 Jul, 2026, 11.20 AM IST
- Pharma mutual funds top return charts across horizons. Should investors chase the rally or stay cautious?Pharma mutual funds are leading returns in CY2026, driven by strong earnings, defensive demand, and US export growth. Despite recent outper...27 Jul, 2026, 11.07 AM IST
- Global Market: Private capital crucial to Europe's defence push as funding bottlenecks persistPrivate investment will be crucial to funding Europe's growing defence industry as government budgets remain constrained, finance executive...21 Jul, 2026, 10.39 AM IST
- ETMarkets Smart Talk | Power, electricals and cooling could be biggest winners of India’s $25 billion data-centre boom: Atul SuriIndia's data-centre expansion will drive significant investment in physical infrastructure. Power equipment and electricals are poised to b...21 Jul, 2026, 09.00 AM IST
- US Stock Market: Earnings season gathers pace as AI heavyweights, chipmakers take centre stageUS corporate earnings season is set to accelerate this week with key tech giants announcing their results for this quarter. Investors antic...20 Jul, 2026, 09.31 AM IST
- Nifty weekly outlook: 24,500 holds the key to next leg of gains; focus on stock-specific betsThe Nifty ended the week with modest gains as the index defended the crucial 23,800–24,000 support zone, keeping the broader technical stru...19 Jul, 2026, 02.34 PM IST
- Tech selloff weighs on European shares ahead of ECB meeting next weekEuropean stocks edged lower Friday, influenced by a global tech sell-off and Middle East tensions. Investors await the European Central Ban...18 Jul, 2026, 10.24 AM IST
- Global Market: European shares fall as tech selloff, Middle East tensions weigh; Saab gainsEuropean shares opened lower on Friday, heading for weekly losses. Escalating Middle East tensions and a tech stock selloff dampened invest...17 Jul, 2026, 02.05 PM IST
- Govt to replace WPI with Producer Price Index for future procurement contractsIn a bid to modernize inflation measurement, the government is set to replace the Wholesale Price Index with the Producer Price Index for f...17 Jul, 2026, 01.04 AM IST
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