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DEFENCE SECTOR
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...- Volatility is a phase, structural change is more important for markets: 5 large-caps with an upside potential of up to 31%Volatility is now a fact of life for the market, and rising interest rates have made clear it is not going away soon. That means more press...
- US drone maker Powerus signs Pakistan Army MOU, gets initial orderUS drone maker Powerus has signed an MoU with the Pakistan Army that includes an initial order for unmanned aerial systems, co-founder Bret...
- Reforms improved India’s competitiveness, strengthened resilience: CII’s R MukundanReforms in taxation and digital infrastructure have boosted India's economic competitiveness. GST and the JAM trinity integrated millions i...
- Defence sector cornerstone of 2047 vision of self-reliant, strategically secure India: Rajnath SinghAddressing the future of warfare, Defence Minister Rajnath Singh underscored the necessity of achieving technological supremacy. He stated ...
- US military deploys weapons in space thousands of kilometres above Earth that can strike with brute forceThe United States has acknowledged for the first time that it has deployed “space control weapons” in orbit capable of defending American f...
- DRDO develops GaN chip: Meet Dr Meena Mishra, scientist behind the technology that was denied by other countries and why it matters for Indian defence platformsDr Meena Mishra, director of DRDO’s Solid State Physics Laboratory, has led work on indigenous Gallium Nitride-based Monolithic Microwave I...
- Solar's $1.3 bn bet is a turn for India's defence-industrial complexThe piece argues that Solar Industries’ ₹12,951-crore acquisition of South Africa’s Omnia Holdings could mark a new phase for India’s defen...
- India-Vietnam defence partnership gets a major push: Joint production of military hardware planned as both nations strengthen Indo-Pacific security tiesIndia and Vietnam are set to strengthen their defence partnership through joint production initiatives while also working to boost bilatera...
- Belarus keen to turn fertilizer supply ties into JV with India: Foreign MinisterBelarus seeks deeper industrial and agro sector cooperation with India. The nation is ready for joint ventures and local production in Indi...
- 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...
- 'One district, one mafia to One District, One Product': Rajnath Singh says Yogi Adityanath govt changed UPDefence Minister Rajnath Singh lauded Uttar Pradesh's transformation under Chief Minister Yogi Adityanath. He noted the state's shift from ...
- PM Modi, UAE Crown Prince discuss new sovereign fund L'Imad, strategic cooperation; Malaysia ties reviewedPrime Minister Narendra Modi and UAE Crown Prince Sheikh Khaled bin Mohamed discussed the role of L'Imad, the UAE's newest sovereign invest...
- Adani emerges key Russia defence partner in India; HAL, Bharat Dynamics on boardAdani Defence is partnering with Russian manufacturers for advanced air defence systems. This collaboration focuses on co-production of wea...
- BRICS Summit: Modi’s Ethiopia, Malaysia talks open new avenues for defence, investment and strategic cooperationPrime Minister Modi's meetings with Ethiopia and Malaysia advanced India's strategic and economic ties. Discussions covered defense coopera...
- Decathlon India’s B2B business grows 20-fold in five years, now contributes 10% of overall businessOver the past five years, Decathlon India's wholesale venture has experienced explosive growth, increasing twentyfold and now representing ...
- HDFC Defence Fund adds HAL, Mazagon Dock, Bharat Electronics and 5 others in AugustThe HDFC Defence Fund added several defence stocks in August. Hindustan Aeronautics and Mazagon Dock were among the new additions. Bharat E...
- Tata emerges lowest bidder for Rs 20,000-crore Project Zorawar light tank; Mahindra to also develop prototypeTata Advanced Systems Ltd has emerged as the lowest bidder in the Army's prestigious Project Zorawar defence contract. This major initiativ...
- 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...
- Will BDL, HAL & other defence stocks deliver rocketing returns? Here’s why this brokerage remains bullishIndia’s defence sector is gaining momentum on the back of rising defence spending, localisation, strong order pipelines and growing exports...
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