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DEFENCE SPENDING INDIA OUTLOOK
Infosys ADRs crash over 8%, Wipro falls 6% after Accenture cuts annual revenue forecastInfosys and Wipro ADRs plunged following Accenture’s reduced FY26 revenue forecast. This downgrade highlights enterprise caution regarding ...- Defence stocks fire up! Paras Defence, BEL, GRSE, other stocks surge up to 24% in 2 days. What's powering the rally?Defence stocks extended their rally for a second straight session, with Paras Defence surging 24% in two days and BEL, GRSE, HAL, and other...
- Taiwan's Lai says defending democracy is not a provocation against ChinaTaiwan's President Lai Ching-te asserts that defending the island's security and freedom from Chinese Communist Party rule is not provocati...
- Defence shares gain momentum on strong production and growth outlookIndian defence stocks surged as the government announced a record ₹1.78 lakh crore in defence production for fiscal 2026, a 15.6% increase ...
- Defence production up 15%; private sector share climbs to 24%India's defence production has hit a record high of ₹1.78 lakh crore. This growth is fueled by the private sector, with exports also reachi...
- Trump backs India-US defence ties; says ‘if they’re attacked, we’ll help them’US President Donald Trump assured Prime Minister Narendra Modi of American support if India faces an attack. Trump described the India-US d...
- As oil roundtrips, AI booms, and US consumers spend, economists' Fed outlooks hit the extremesEconomists are divided on the U.S. economic outlook, with some predicting rate cuts due to consumer weakness and falling real wages, while ...
- Doubled in 5 years: India's military-industrial moment has arrivedIndia's defence production has surged to a record Rs 1.78 lakh crore in FY26, nearly quadrupling since 2013-14. This growth, fueled by the ...
- Financials in a sweet spot, defence remains a structural bet: Dharmesh KantFinancial stocks are set to lead a market rally through June and July. Experts see banks and financial institutions benefiting from strong ...
- India-Thailand discuss deepening defence R&D; focus on Indo-Pacific security situationIndia and Thailand convened their 10th Defence Dialogue in Bangkok. Discussions focused on enhancing cooperation in defense manufacturing, ...
- How India can win in a rewired global economyIndia is poised to gain from global supply chain shifts. Strategic neutrality and domestic focus are key. The nation must build robust buff...
- NBFCs, autos, and multi-decadal themes gain traction as India eyes post–West Asia stability boost: Nitin RahejaMarket participants are recalibrating India portfolios towards financials, autos, and long-term structural themes like defence and digital ...
- Pakistan sees room to improve FY27 outlook after Iran war ends, says Finance Minister AurangzebPakistan's Finance Minister Muhammad Aurangzeb sees potential economic upsides for fiscal year 2027 following the end of the Iran conflict....
- 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...
- Falling crude prices shift market narrative; energy, defence and BFSI emerge as key bets: Pankaj PandeyEasing crude oil prices and moderating foreign investor selling are improving India's investment outlook. Head Research Pankaj Pandey highl...
- Pakistan budget raises defence spending, squeezes development to meet IMF goalsFinance Minister Muhammad Aurangzeb told parliament the government would allocate 3 trillion rupees for defence in the fiscal year starting...
- India likely past peak outflows, AI gap its advantage, Lighthouse Canton saysDomestic benchmarks Nifty 50 and Sensex are down about 11% and 13% so far in 2026, respectively, after fears of AI-led disruption tanked th...
- British defence minister John Healey quits over defence spendingBritish Defence Minister John Healey resigned, citing Prime Minister Keir Starmer's failure to commit necessary resources for national defe...
- 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...
- 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...
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