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DEFENCE SPENDING INCREASE
India Inc remains bullish on FY27; Telecom, defence, banking seen driving growth: ReportIndian businesses are optimistic about FY27. Telecom, defence, metals, and banking are set for growth. Companies expect demand to remain st...
Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...
With approximately 190 warheads, India widens nuke arsenal lead over Pakistan: SIPRI reportThe year 2025 marked a pivotal moment for India's nuclear strategy as it ramped up its arsenal and introduced innovative delivery methods. ...
Avoid broad market bets now; focus on these 3 sectors instead: Shibani Sircar KurianIndian stock markets face ongoing volatility from West Asian geopolitical events. Despite this, earnings prospects remain strong. Investors...
War, debt and cuts: The price of Israel's security pushIsrael faces a steep economic challenge. A massive defence budget, driven by ongoing conflicts and Netanyahu's vision for a militarised nat...
US approves $1.5 billion sale of maritime helicopters to New ZealandThe U.S. has approved a $1.5 billion sale of five Seahawk helicopters to New Zealand, a move supporting the nation's plan to nearly double ...
UK PM Keir Starmer warns Russia could attack NATO within four yearsRussia could attack a NATO country within four years according to western intelligence assessments, UK Prime Minister Keir Starmer warned o...
UK running out of time to boost defence as investment plan stalls, military chief warnsBritain faces increasing threats from Russia. The nation's military chief stresses the urgent need for more defence spending. The Defence I...
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...
Marcellus launches global equities fund in GIFT City, targets AI, defence and luxury themesMarcellus Investment Managers has launched a global equities fund through GIFT City, offering Indian investors access to overseas stocks. T...
AI investment boom reshaping global capital flows, leaving India temporarily on the sidelines: Jonathan GarnerForeign investors are shifting capital from India to North Asian markets like South Korea and Taiwan, driven by the AI investment boom and ...
Trump's China moves can open up a vast market for IndiaIndia is emerging as a significant defence supplier in Southeast Asia, with Vietnam becoming the second buyer of the BrahMos missile after ...
Inflation and input costs threaten earnings momentum going forward: Dhananjay SinhaIndia Inc. delivered strong March-quarter earnings, surpassing market forecasts. Revenue growth improved, supported by cost savings. Howeve...
Japan refutes 'new militarism', accuses China of rapidly armingJapan's Defence Minister Shinjiro Koizumi refuted accusations of "new militarism" and criticized China's opaque military buildup. He emphas...
Pentagon chief urges allies to boost defence spending amid 'alarm' over China's buildupPentagon chief Pete Hegseth has voiced concerns over China's military expansion in the Pacific. He noted widespread alarm across the region...
Raise defence spending or else, Hegseth tells NATO, EuropeUS Defense Secretary Pete Hegseth issued a stern warning to European allies regarding defense spending. He stated that nations failing to i...
'India a critical anchor to hold the line': Hegseth lauds New Delhi's role in Indo-Pacific SecurityUS Secretary of War Pete Hegseth highlighted India as a key pillar of regional stability at the Shangri-La Dialogue, noting its military mo...