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Defence stocks: Time to change strategy in a bearish market? An ecosystem with down and upside potential of -39% to plus 37%The current fall is both at the level of the indices and the broader market. And when the selling is this broad, almost every sector is aff...
US Navy awards $24.4 billion to accelerate production of Standard Missile-6The US Navy has secured a deal worth up to $24.4 billion with Raytheon to ramp up production of Standard Missile-6 interceptors over five y...
US awards $21 billion missile contract to RTX’s Raytheon as it looks to replenish stocks amid ongoing conflict with IranThe US has moved to significantly increase production of AMRAAM missiles after awarding Raytheon a multiyear agreement valued at $20.7 bill...
Global Market: Airbus shares fall after quality flaw found in hundreds of A321neo jetsAirbus shares fell after the company disclosed a quality issue affecting hundreds of A321neo aircraft. The planemaker has identified a repa...
EV story in auto ancillaries is known. A second change could matter more: 5 auto ancillary stocks, 3 with upside potential of 9% to 24%What actually is an auto component company? If you forget the fact that it makes car parts, what you have is a precision-engineering busine...
AI-generated false intelligence nearly triggered US-China military confrontation: ReportsCiting four sources familiar with the incident, CNN reported that the US military moved towards an operation against the ship. Two of the s...
Take steps to accelerate discovery of new mineral resources, says NITI AayogNITI Aayog suggests improving access to geological data and capital for exploration companies. Streamlining approvals and procedures will h...
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...
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 23%As oil prices move up again, how will things pan out for the Indian market? Will it be a standalone underperformer? Or is it just a phase w...
First drones, now missiles. The spending is certain, who gets the maximum is not: 14 stocks from the defence ecosystemThe defence sector’s positives are well known. But there are some unknowns. For “security reasons” we will never know how or why orders are...
These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analystsGiven the possibility of hostilities resuming in the Gulf region, focus on risk management in the market. Why? Because fresh hostilities wi...
Auto ancillary sector: Time for another re-rating? 5 stocks from the auto ancillary space with upside potential of up to 30%Auto ancillaries are in a very different situation from three years ago. At that time, it was all about who will be able to make the transi...
In 2018, the U.S. Air Force signed a 35-year lease for underused Mojave desert land. 8 years later, the site hosts 1.9 million solar panels, turning a historic aircraft testing ground into a massive renewable-energy hubIn 2018, the U.S. Air Force signed a 35-year lease for underused desert land at Edwards Air Force Base in California. What happened next wa...
Boeing shares rise 5% despite higher than expected Q2 loss on Air Force One costsBoeing posted a wider-than-expected Q2 loss after a $280 million Air Force One charge, but shares rose 5% as positive free cash flow and hi...
US industrial production jumps in DecemberUS industrial production increased by 0.9% in December, surpassing market expectations, boosted by the end of a Boeing strike. The resoluti...
US industrial production slump stretched in OctoberUS industrial production experienced a 0.3 percent decline in October, following a revised 0.5 percent drop in September, as reported by th...
US January industrial output falls on weather, Boeing dropThe Fed said manufacturing production fell 0.1% in January, matching forecasts, but December's manufacturing output was revised lower to a ...