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DEFENCE STRATEGY INDIA
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 ...- India’s first clean economy index fund is here: Should you invest?India's green transition is accelerating, and the Motilal Oswal BSE Clean Environment Index Fund offers a unique passive investment route. ...
- 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 ...
- Monarch Networth says Nifty can hit 28,000 in 2026, picks three top stocksMonarch Networth Capital expects Nifty to reach 27,000-28,000 in 2026, driven by earnings recovery, capex growth and lower interest rates. ...
- 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...
- India looking to scale up local AI infrastructure; NITI to reviewThe Indian government is developing a strategy for domestically controlled AI infrastructure to enhance AI adoption in governance and culti...
- Fable 5 shock puts sovereign AI back on India’s agendaUS export controls on advanced AI models have spurred India's call for sovereign AI development. Industry leaders warn against reliance on ...
- China's direct missile strike threat to Australia is 'growing': ReportChina's missile power is increasing, posing a direct threat to Australia. Beijing is developing long-range and hypersonic weapons. This cap...
- US ban on Anthropic's Fable 5 & Mythos 5 to put Indian IT services firms at competitive disadvantageUS restrictions on foreign access to Anthropic's advanced AI models, Mythos and Fable 5, are creating a significant competitive disadvantag...
- Telangana: Rajnath Singh advises cadets to "Adapt, Adopt, Amend" at Combined Graduation Parade ceremonyDefence Minister Rajnath Singh urged newly graduated Air Force cadets to adapt, adopt, and amend in war-like situations, emphasizing innova...
- PL Capital cuts Nifty target to 26,449, lists 16 high conviction stock picksAmidst global market turmoil from the Iran-US war and El Nino, PL Capital lowered its Nifty 50 target to 26,449. The brokerage anticipates ...
- Sectoral and thematic fund inflows plunge 67% to Rs 647 crore. Are investors turning away from thematic bets?Sectoral and thematic mutual fund inflows saw a significant drop in May, falling by 67%. This decline suggests investors are moving away fr...
- Banks raise NRI deposit rates to draw dollar inflowsIndian banks are offering higher interest rates on foreign currency deposits. This move aims to attract money from overseas residents. The ...
- Citi cuts Nifty target to 26,000 on El Nino, AI risks, picks one stockCiti Research lowered its Nifty target due to rising earnings risks linked to geopolitical tensions and other macro concerns. However, it r...
- 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...
- Women's T20 World Cup: Laura Wolvaardt demands sharper Proteas response ahead of Australia clashSouth Africa captain Laura Wolvaardt wants her team to improve their plans. They lost a warm-up match to New Zealand. Now they face Austral...
- Geopolitical shifts to boost indigenous tech, five-fold jump in job creation in defence sector: SurveyIndia's defence sector is set for major growth. Indigenous technology adoption will surge, reaching USD 36.45 billion in three years. This ...
- Finalising a deal for Brahmos missiles with Indonesia will top the agenda of PM Modi's Jakarta tripPrime Minister Narendra Modi is expected to focus on concluding a deal to supply BrahMos missile missiles to Indonesia during his Jakarta v...
- Morocco pitches itself as India's gateway to Europe and AfricaMorocco is emerging as a key hub for Indian industries. The nation offers a strategic gateway to European and African markets. This collabo...
- Russian President Putin pitches Su-57 stealth jet to India; indicates readiness for co-productionRussia's President Vladimir Putin says Moscow is open to cooperating with India on the Su-57 stealth fighter jet. This includes supplying t...
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