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DEFENCE THEME
Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrends- India is France’s official partner for VivaTech next week, positioning itself as global leader in AI, digital innovation
- Radhika Gupta reveals India's next 4 wealth creation themes & why SIFs are the investment product of the decade
- ‘Cockroach Janta Party’ gets a new rival? Ex-Supreme court judge Markandey Katju announces ‘Ishq Karo Party’, says 'make love not war'Former Supreme Court judge Markandey Katju has launched the 'Ishq Karo Party,' advocating for 'Make Love Not War.' He invited youth to join...08 Jun, 2026, 07.45 PM IST
- Very short window for India amid China supply-chain shift, says CEA V Anantha NageswaranChina's policies are hindering global supply-chain diversification. India faces a brief opportunity to attract relocating businesses. A pro...08 Jun, 2026, 12.21 AM IST
- Talent fight heats up in India finance hub as two chiefs quitGIFT City, India's international finance hub, is experiencing intense competition for talent as two foreign bank chiefs have recently resig...05 Jun, 2026, 08.29 AM IST
- 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...04 Jun, 2026, 08.07 PM IST
- 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...04 Jun, 2026, 06.51 PM IST
- US economy remains strong, India must accelerate reforms and AI adoption: Ajay SrivastavaMarket veteran Ajay Srivastava highlights the U.S. economy's robust performance, contrasting it with Indian investors' perceptions. He emph...04 Jun, 2026, 02.07 PM IST
- IT needs selectivity, not blind bargain hunting; Energy, defence and healthcare offer better opportunities: Gurmeet ChadhaMarket expert Gurmeet Chadha advises investors to be selective in the IT sector, despite attractive valuations, focusing on stock-specific ...04 Jun, 2026, 11.34 AM IST
- Growing role of SMRs for defence manufacturing and data centre operationIndia's growing defence and data centre sectors face a critical need for reliable power. A recent policy dialogue explored Small Modular Re...04 Jun, 2026, 10.49 AM IST
- Experts highlight growing role of SMRs for defence manufacturing and data centre operationIndia's defense production and data center sectors face a critical power supply constraint. A recent policy dialogue highlighted Small Modu...04 Jun, 2026, 08.12 AM IST
- Defence, power and import substitution are emerging as long-term winners: Prateek AgarwalIndian corporate earnings are meeting expectations, but market sentiment is subdued due to broader economic concerns, not company performan...03 Jun, 2026, 12.29 PM IST
- 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 ...03 Jun, 2026, 11.36 AM IST
- 'Wait out IT, buy pharma and defence'; Ajay Bagga's 3-sector playbook for 2026Ajay Bagga offers a clear strategy for Indian markets. He advises waiting for real AI revenue in IT. Pharma remains a strong investment due...03 Jun, 2026, 10.48 AM IST
- Pankaj Pandey identifies defence, pharma and consumption as core stock picking themesIndian equities face a mixed outlook due to potential monsoon deficit and uneven corporate earnings. While rural-linked sectors may see pre...01 Jun, 2026, 12.25 PM IST
- More than 120 deeptech startups head to France for Bharat InnovatesOver 120 Indian deeptech startups will showcase their innovations at the Bharat Innovates event in Nice, France, from June 14-16. This init...30 May, 2026, 11.57 PM IST
- India, US hold talks on Indo-Pacific security challenges on sidelines of Singapore summitDefence Secretary Rajesh Kumar Singh held significant talks with US Indo-Pacific Command chief Admiral Samuel J Paparo in Singapore, focusi...29 May, 2026, 05.41 PM IST
- HFCL shares soar 17% in two days, rally 170% in 2026. Should you buy, sell or hold?HFCL shares have surged 17% in two days and an impressive 170% in 2026, driven by strong earnings recovery, major defence orders and growin...29 May, 2026, 02.11 PM IST
- ETMarkets PMS Talk | A 'private equity approach' to public markets has driven our investing success for 15 years: Sameer ShahValueQuest's Sameer Shah champions a private equity approach to public markets. He focuses on deep research and conviction in identifying t...28 May, 2026, 09.15 AM IST
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