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DEFENCE ALLOCATIONS
Auto ancillary sector revenue grew 12.5% in FY26 on volume gains and improved product mix: ReportIndian auto ancillaries witnessed robust revenue growth of 12.5% in FY26, driven by strong volumes and a better product mix. While EBITDA a...- Beyond the Nifty slump: Sandeep Bagla on why largecap valuations are ripe for comeback in 2026Sandeep Bagla of TRUST Mutual Fund sees corrected large-cap valuations as a prime entry point for 2026, especially in banking and IT. Their...
- ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen DongareAs Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, accordin...
- Taiwan opposition stalls government's $6.6 billion drone billTaiwan's parliament, controlled by the opposition, has blocked a $6.6 billion government plan for domestically produced drones crucial for ...
- Amazon CEO in India Now; Hyderabad’s growing spacetech orbitAmazon CEO Andy Jassy is in India as the tech giant triples down on its quick commerce play in the country. This and more in today’s ETtech...
- Shaan Patel Asset Management launches Rs 250 crore Quant IPO Opportunity Fund under Category III AIFShaan Patel Asset Management has launched a Rs 250 crore Quant IPO Opportunity Fund under the Category III AIF route to tap opportunities i...
- NFO Update: Ionic Asset announces launch of Global Asset Allocation FundIonic Asset has launched the Global Asset Allocation Fund, a GIFT City-based, privately placed offering aimed at sophisticated investors, H...
- India at risk of AI blackout? Why Bernstein wants India to have its own DeepSeekBernstein has warned that India risks an "AI blackout" if it remains dependent on foreign AI models, urging the country to develop its own ...
- UN starts evacuation of 11,000 seafarers stranded in Strait of Hormuz after ceasefireA major evacuation plan is now underway for over 11,000 seafarers aboard hundreds of ships stranded in the Gulf. Following a ceasefire deal...
- India's defence export boom could hit ₹65,000 crore by 2030; pvt sector startups the real play: Sunil SubramaniamIndia's defence exports are poised to surpass government targets, reaching ₹60,000-65,000 crore by 2030, according to market expert Sunil S...
- Info Edge says it invested Rs 1,003 crore on AI, deeptech startups since 2020Info Edge, the parent of Naukri, has significantly boosted its AI and deeptech investments, pouring Rs 1,003 crore into 54 startups since 2...
- West Bengal's Rs 4.39 lakh crore Budget under BJP aims to bury 'syndicate raj', woo investorsWest Bengal's new government unveiled a Rs 4.39 lakh crore budget prioritizing fiscal restructuring and job creation. Finance Minister Swap...
- Reliance, financials and defence top investment picks as market leadership broadens: Rahul ShahReliance Industries is poised for a turnaround, with strong earnings, a Jio Platforms IPO, and AI/energy investments promising significant ...
- Jairam Ramesh writes to Sarbanand Sonowal, seeks clarifications on Great Nicobar project's transhipment portCongress leader Jairam Ramesh has questioned Union Minister Sarbanand Sonowal about the Great Nicobar Island project's transhipment port, s...
- 'Part of our national security': Pakistan threatens war against India over Indus Water TreatyPakistan's Defence Minister has issued a stark warning to India, threatening war if its water security is jeopardized. This comes as Pakist...
- Former UK Health Minister Wes Streeting says he could challenge PM Keir Starmer next weekFormer Health Minister Wes Streeting is ready to challenge Keir Starmer for Labour leadership. He wants to end uncertainty and paralysis wi...
- 8th Pay Commission news: Defence employee body demands new inflation index to calculate 8th CPC DA, DR, revised payThe All India Defence Employees’ Federation (AIDEF) has urged the 8th Pay Commission to replace the AICPI-IW-based inflation measure with a...
- Pakistan eyes more global bond issues, sees budget upside from Iran dealPakistan's Finance Minister Muhammad Aurangzeb stated it's too early to revise the budget despite potential economic improvements post-Iran...
- Why a Rs 72,000 crore fund manager refuses to chase defence rally nowICICI Prudential's Mittul Kalawadia advises caution on current market valuations. He notes that future growth is already factored into stoc...
- HDFC Defence Fund adds Tata Motors, reduces exposure in MTAR Technologies and 1 other in MayHDFC Defence Fund added Tata Motors to its portfolio in May while trimming holdings in MTAR Technologies and Rishabh Instruments. The fund ...
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