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BUDGET DEFENCE CAPEX
ETMarkets Smart Talk | Defence and electrification are multi-year structural themes for India: Prateek AgrawalGeopolitical shifts and the drive for self-reliance are creating long-term investment opportunities in India's defence and electrification ...- Behind the petrol pump: Why fuel retailers losing Rs 7-8 per litre need $85 crude oil to stop bleeding cashOil companies face continued losses of Rs 7-8 per litre on petrol and diesel, with a breakeven point only at crude prices of $85-87 a barre...
- JP Morgan warns of FY27 earnings risk, says Nifty can fall to 20,500 in bear caseJP Morgan has cautioned that India’s FY27 earnings face significant risks from an extended energy and logistics shock linked to the Middle ...
- Mutual funds cut technology sector exposure to 8-year low in April. Is AI disruption reshaping sentiment?Mutual funds have significantly reduced their technology sector exposure to an eight-year low, driven by concerns over AI disruption, slowi...
- ETMarkets PMS Talk | From Rs 1 crore to Rs 85 crore in 24 years - the power of high-conviction investing, says Alok AgarwalAlchemy Capital Management's Alok Agarwal highlights how a high-conviction, benchmark-agnostic approach has yielded extraordinary long-term...
- Defence mutual funds surge up to 25% in a month. Should you invest now or wait for a correction?Defence mutual funds have surged up to 25% in a month, driven by geopolitical tensions. Experts advise against chasing this sharp rally, ci...
- Nifty’s 2 pillars now facing structural headwinds: Ravi Dharamshi's warning on IT & consumptionHis warning carries weight. ValueQuest has been quietly repositioning for months by moving capital away from consumption-oriented exposures...
- India finds $800 billion silver lining as conflict clouds gatherWith an eye on the future, India is set to welcome a massive $800 billion wave of capital investment over the upcoming five years. The curr...
- War preparedness: Why India must spend smarter, not just moreIndia's journey towards a modernized defense sector is fraught with obstacles. While military budgets are on the rise, the country's over-d...
- Defence stocks face test of nerves as 22% capex lift in Union Budget meets lofty valuations; BEL, HAL, Mazagon Dock top picksIndia’s defence stocks enter a volatile phase despite a 22% jump in Budget capex, as valuations run ahead of fundamentals. Brokerages remai...
- BEL, HAL, GRSE, other defence stocks rally up to 11% ahead of Union Budget 2026. Brokerages weigh inBrokerage commentary suggests that while the overall fiscal stance is likely to remain disciplined, the composition of government spending ...
- Will Budget revive capex stocks? What defence, rail and infra investors should watchThe Union Budget on February 1 is shaping up as a litmus test for the capex trade, which has slowed over the past year. With fiscal discipl...
- Is capex growth in Budget at 10% or 19%? CLSA analyst explainsCLSA has reiterated its "Outperform" ratings on builders L&T, HAL, NCC, and JKIL, expecting a recovery in orders and execution in 2025 that...
- Pre-budget rally in PSUs, defence & railway stocks a damp squib in last 6 budgets. Where to spot opportunities?PSUs, defense, and railway stocks have shown mostly negative returns in the fortnight before the budget over the last six years. PSU stocks...
- Budget stocks to buy: Keep these 30 PSU and other Modi stocks on your watchlistSitharaman’s Budget focuses on capex sectors, defense indigenisation, renewable energy, and rail modernization. Sensex saw 5.7% average pos...
- 24 stocks that insiders are betting on ahead of Interim Budget 2024Finance Minister Nirmala Sitharaman will present the interim Budget, which will focus on government spending on infrastructure. The Narendr...
- Budget may not be non-event for investors in rail, defence, other infra stocks. Here's whyThe Interim Budget 2024, to be presented by Finance Minister Nirmala Sitharaman, is expected to impact investors in rail, defence, and othe...
- Budget 2023: As government's capex comes in, pvt sector capex will start with lag of a quarter: Baba Kalyani“The way we see in India Inc, we are already doing capex. It is just that we are doing capex with our own money rather than going to the ba...
- Budget 2023: Capital goods, infra cos hope for higher capex spend from govtThe government has indicated its intention to ramp up capital investments, and the expected absence of a robust recovery in private capex w...
- Defence sector likely to see up to 10% hike in Budget allocation: Stocks to watch outThe defence capex has been under pressure due to varied reasons, but the govt has stepped up local manufacturing under the ‘Make in India’ ...
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