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DEFENCE SPENDING IN INDIA
Nifty valuations near post-Covid lows. Alchemy Capital’s Alok Agarwal explains what investors should buy nowNifty valuations have reset sharply from 2024 levels and are now near post-Covid lows, says Alchemy Capital’s Alok Agarwal. He sees the nex...- Global factory activity boosted by AI spending boomAs AI investments surge, manufacturing activity in Europe and Asia grows noticeably. India boasts significant expansion in its manufacturin...
- India growth may slow to 5.5-6% in H2FY27 as capex moderates: ReportIndia's economic growth is projected to slow to 5.5-6% in the second half of 2026-27. This slowdown follows a robust growth of 7-7.5% in th...
- India's commercial vehicle market just had its best year in seven. Then the June quarter arrived, and margins fellThere is, at this point, an apparent contradiction at work in the Indian commercial vehicles space. One: FY 2026 was the best of the last s...
- Nitin Gadkari says Rs 1,176 crore six-lane bridge will be built on NH-10 over Teesta river connecting North East, Sikkim and Siliguri corridorUnion minister Nitin Gadkari has approved Rs 1,176 crore for a six lane bridge over the Teesta river at Sevoke in Darjeeling, a project mea...
- Predicting FII flows akin to predicting mood swings: DSP MF CIO Anish TawakleyAt any point in time the market is influenced by multiple factors and it is impossible to attribute performance across those factors. I foc...
- 96% Indian firms hit by cyber incidents in past year; internal silos major hurdle: Cisco reportThe study highlighted that internal organisational friction - including bureaucratic approval delays, fragmented data, and disconnected tea...
- Siang project not just hydropower, vital for national security: Arunachal Pradesh CM Pema KhanduArunachal Pradesh chief minister Pema Khandu said that the Siang Upper Multi-Purpose Project should not be viewed merely through the prism ...
- From pickups to idle plants: automakers seek lifeline from defence boomWestern automakers are increasingly looking at defense contracts as a way to boost revenues and utilize excess capacity. Companies like For...
- There wasn’t much to Xi: A red carpet, a fragile truce and the search for US-China stabilityDuring Xi Jinping's state visit to Washington, leaders announced modest tariff cuts and a new dialogue on AI safety. The ongoing US-Iran wa...
- ETMarkets Smart Talk | The next 12 months may be about capital saved, not returns made: Praveen JagwaniPraveen Jagwani advises investors to prioritize capital preservation over chasing high returns. Highlighting the need for extensive diversi...
- AI agents take over online shopping: Ecommerce firms rethink pricing, verificationIndia’s ecommerce and digital platforms are preparing for a surge in personal AI agents that could increasingly make shopping decisions and...
- Bharat Dynamics shares rise 2% in a weak market after bagging Rs 811 crore order from Ministry of DefenceBharat Dynamics shares gained 2% after the Defence Ministry awarded an Rs 810.79-crore contract for 160 SAT-SAAW weapons and associated equ...
- ET Business Growth Summit Chennai: Innovation and R&D key to unlocking MSME potentialThe ET Business Growth Summit in Chennai saw industry leaders emphasising stronger collaboration among businesses, policymakers, and instit...
- Two New Zealand naval ships transit Taiwan StraitTwo New Zealand naval vessels passed through the Taiwan Strait last week, the New Zealand Defence Force said Tuesday. "The Royal New Zealan...
- These large-cap stocks have ‘strong buy’ & ‘buy’ recos and an upside potential of up to 29%, according to analystsAfter crude oil prices, the one thing that provides a boost to the bears is the tariffs that US President Trump keeps announcing. Now, ther...
- Global funds, same tech bet? The diversification trap Indian investors may missMany Indian investors mistakenly believe they diversify their portfolios by adding foreign countries. However, numerous global indices ofte...
- The mood, as per Moody's: Shocks keep coming, India keeps growingMoody’s has raised India’s FY27 real GDP growth forecast to 7% from 6%, citing the economy’s resilience amid the Middle East conflict and e...
- 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...
- Moody’s raises India FY27 growth forecast to 7% from 6% on resilient economy, stronger investmentMoody's has raised India's GDP growth forecast to seven percent for 2026-27. Strong private consumption and robust investment are driving t...
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