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DEFENCE SECTOR ANALYSIS
Auto ancillary stocks: Time for a re-rating as transformation nears the finish line? 6 stocks with upside potential of up to 34%- Will peace get a chance, and bulls make a comeback? 5 large-cap stocks with an upside potential of up to 26%
- Time to adopt a tactical perspective? 6 metal stocks, 4 with an upside potential of up to 14%
- ET Alpha Wealth Summit: India could unlock a $5 trillion export opportunity through FTAs, says Saurabh MukherjeaHe believes a combination of free trade agreements (FTAs), a weakening rupee, and shifting global supply chains could create a massive oppo...04 Jun, 2026, 08.07 PM IST
- India makes a quantum leap: India's first quantum-safe algorithm gets certified: Fortytwo Labs earns C-SAFE recognition from DSCIIndia has achieved a significant milestone with the independent evaluation and national recognition of its first domestically built quantum...04 Jun, 2026, 04.49 PM IST
- Money market-volumes jump to record as bank lending boomsIndia's money markets are experiencing record activity. State-owned banks are borrowing more to fund strong credit demand. This surge in le...04 Jun, 2026, 11.12 AM IST
- Is India's 1991 economic model dead? Why 'reforms' aren't enough & the state must step inIndia faces economic headwinds from global events and domestic investor wariness. The traditional reform model is no longer sufficient. Str...03 Jun, 2026, 11.33 PM IST
- Manufactured monopoly: How industrial policy is structuring monopolies in IndiaIndia's industrial strategies are shaping a landscape where giant corporations thrive while smaller enterprises struggle to keep up. Polici...03 Jun, 2026, 02.46 PM IST
- Equity mutual funds deliver up to 17% return in May led by international funds. Should you go global?Equity mutual funds saw strong performance in May, with returns reaching up to 17%. International funds led the gains, driven by markets li...29 May, 2026, 10.17 AM IST
- Q4 earnings roundup: Raymond Realty, MCX among 19 companies that delivered 100%+ growth in sales and PATA select group of 19 large-cap BSE-listed companies achieved triple-digit growth in both profit and revenue during Q4FY26, indicating stron...28 May, 2026, 10.11 AM IST
- ETMarkets PMS Talk | A 'private equity approach' to public markets has driven our investing success for 15 years: Sameer ShahValueQuest's Sameer Shah champions a private equity approach to public markets. He focuses on deep research and conviction in identifying t...28 May, 2026, 09.15 AM IST
- Time to think of the repair cycle? 8 engineering stocks from India’s capital goods ecosystem with upside potential of up to 26%At a time when the markets are focused on war, crude oil, inflation, and supply disruption, it is easy to miss a quieter shift. India’s eng...27 May, 2026, 02.04 PM IST
- Himalaya Wealth Managers launches Rs 500 crore SME-focused AIF to bridge equity capital gapHimalaya Wealth Managers LLP has launched Himalaya SME Scheme-I, a Rs 500 crore AIF, to address the equity risk capital gap for high-potent...27 May, 2026, 12.39 PM IST
- Defence, hospitals, and T&D are the pockets worth owning right now: Narendra SolankiNarendra Solanki of Anand Rathi Shares anticipates one difficult quarter for consumption. However, he strongly recommends defense, infrastr...27 May, 2026, 10.31 AM IST
- Quad’s 5-step push for Indo-Pacific cooperation unveiled at Delhi meetingThe Quad grouping has launched five new initiatives for enhanced cooperation. These focus on maritime surveillance, port infrastructure, en...26 May, 2026, 11.02 AM IST
- After stellar Q4, is a downgrade nightmare looming for India Inc in Q1?India Inc. showed strength in Q4 earnings. However, a Q1 FY27 earnings downgrade cycle is now a significant market concern. Elevated crude ...26 May, 2026, 10.07 AM IST
- Buy, Sell or Hold: Morgan Stanley maintains Equal-Weight on Pine Labs; retains buy on ONGCMorgan Stanley maintains a constructive outlook on select Indian largecap stocks in defence, energy, and fintech, citing strong growth pros...26 May, 2026, 09.12 AM IST
- Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 29%In the initial phase of recovery, because every stock was beaten down, we may see a rally with good market breadth. But, over time, stocks ...25 May, 2026, 02.01 PM IST
- Bihar hits a rare earth mineral jackpot: Cobalt found in Banka, gold in Jamui, says state ministerBihar rare earth minerals discovery: Bihar is poised to join India's rare minerals race with the discovery of cobalt, titanium, and rare ea...21 May, 2026, 10.27 AM IST
- Why Emkay is seeing Nifty at 29,000 by March 2027 despite oil shock, West Asia tensionsEmkay Global maintains a bullish outlook on Indian equities, projecting the Nifty could reach 29,000 by March 2027, driven by strong domest...19 May, 2026, 03.53 PM IST
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