ETMarkets Smart Talk | Defence and electrification are multi-year structural themes for India: Prateek AgrawalGeopolitical shifts and the drive for self-reliance are creating long-term investment opportunities in India's defence and electrification ...
16 Jun, 2026, 09.00 AM IST
Increase in limits for NRI and OCI investors to invest in stock market without SEBI registration, RBI GuvThe Reserve Bank of India has boosted investment limits for non-resident Indians, Overseas Citizens of India, and other individuals residin...
08 Jun, 2026, 12.46 PM IST
Bharat Dynamics shares tank 8% after weak Q4 results; Motilal Oswal cuts target priceBharat Dynamics Ltd shares plunged 8.5% after reporting a steep 58.5% drop in Q4 FY26 net profit to Rs 113.18 crore, with revenue also fall...
29 May, 2026, 09.57 AM IST
Iran war fallout amplifying Europe's financial vulnerabilities, ECB warnsThe ECB warns of potential financial instability due to an abrupt bond market repricing, fueled by high government spending needs and hedge...
27 May, 2026, 01.36 PM IST
MTAR Tech vs Apollo Micro Systems: Which multibagger defence stock to buy after 395% rally in 1 yearTwo Indian defence stocks, MTAR Tech and Apollo Micro Systems, have delivered spectacular returns. MTAR Tech surged 395% and Apollo Micro S...
26 May, 2026, 09.30 AM IST
A $2.89 trillion military surge signals the sharpest global arms buildup since WWIIThe surge in global military budgets is astonishing, with nations investing heavily in their defense capabilities in response to escalating...
24 May, 2026, 08.49 AM IST
JP Morgan warns of FY27 earnings risk, says Nifty can fall to 20,500 in bear caseJP Morgan has cautioned that India’s FY27 earnings face significant risks from an extended energy and logistics shock linked to the Middle ...
19 May, 2026, 04.11 PM IST
Uber CEO Dara Khosrowshahi on India bets, Travis Kalanick, jobs in the AI era & moreUber CEO Dara Khosrowshahi anticipates India becoming its largest market in a decade, highlighting dynamic growth and talent. The company i...
18 May, 2026, 06.17 PM IST
Mutual funds cut technology sector exposure to 8-year low in April. Is AI disruption reshaping sentiment?Mutual funds have significantly reduced their technology sector exposure to an eight-year low, driven by concerns over AI disruption, slowi...
18 May, 2026, 10.31 AM IST
Manufacturing exports, earnings revival and AI: Why Mukul Kochhar sees Indian market staying resilientStrong Q4 earnings and a structural manufacturing export opportunity are fueling optimism in India's equity markets, according to Mukul Koc...
14 May, 2026, 10.39 AM IST
Markets choppy, inflation looming: Pashupati Advani on what should investors do nowIndian markets face ongoing turbulence, with a slowdown imminent due to inflation and supply chain issues. Foreign investors are selling of...
14 May, 2026, 10.03 AM IST
Global Markets | Australia shares fall as CBA plunges 10% on earnings miss, housing tax changesThe budget proposed restricting negative gearing to newly built homes and replacing the 50% capital gains tax discount with inflation inde...
13 May, 2026, 02.09 PM IST
ETMarkets PMS Talk | From Rs 1 crore to Rs 85 crore in 24 years - the power of high-conviction investing, says Alok AgarwalAlchemy Capital Management's Alok Agarwal highlights how a high-conviction, benchmark-agnostic approach has yielded extraordinary long-term...
12 May, 2026, 06.42 PM IST
India has 60 days of crude oil, 60 days of Natural Gas & 45 days of LPG rolling stock: CentreIndia is launching a national mission to conserve fuel amid global energy market turmoil. The government assures citizens of robust energy ...
11 May, 2026, 06.54 PM IST
Operation Sindoor anniversary: India’s defence exports surged 25x in 10 yearsIndia’s defence sector has seen a structural shift, with exports rising sharply and domestic production expanding over the past decade. A R...
06 May, 2026, 02.07 PM IST
Defence mutual funds surge up to 25% in a month. Should you invest now or wait for a correction?Defence mutual funds have surged up to 25% in a month, driven by geopolitical tensions. Experts advise against chasing this sharp rally, ci...
05 May, 2026, 10.20 AM IST
‘We are not like India...’: Pakistan minister admits on live TV country has no strategic oil reserves, says stock only for five to seven daysPakistan's energy vulnerability is highlighted as Petroleum Minister Musadik Malik revealed that Islamabad possesses only a few days of cru...
02 May, 2026, 03.38 PM IST