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DEFENSE SECTOR INVESTMENT
For long-term investors: Boring portfolio that wins difficult years; 5 large-cap stocks with upside potential up to 20%- India, Russia prevented global economy from collapsing: IMEMO chief
- ETMarkets PMS Talk | 20 months of consolidation has created compelling small-cap opportunities: Equitree’s Pawan Bharaddia
- Vedanta Aluminium, other demerged stocks surge up to 5%. Which has been the best performer since market debut?Vedanta’s newly listed demerged entities outperformed the broader market on Friday, with shares of Vedanta Aluminium Metal, Vedanta Iron an...19 Jun, 2026, 12.26 PM IST
- The problem with owning 13 mutual funds to reach Rs 4.67 crore goalAn investor's 13-mutual fund portfolio, aiming for Rs 4.67 crore, was deemed over-fragmented and style-overlapping. An expert advised conso...17 Jun, 2026, 01.55 PM IST
- Time for investors and traders to think alike? 7 Nifty Auto stocks with an upside potential of up to 19%There are sectors that have not quite followed the war script. Take the auto sector, for instance. A surge in oil prices is supposed to be ...17 Jun, 2026, 11.42 AM IST
- Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 27%The US-Iran peace deal is finally about to happen. There is a high probability that global markets will see a relief rally, a part of which...16 Jun, 2026, 11.13 PM IST
- Sarvam: When US slams the door, India begins to find its own openingSarvam AI’s rise to a $1.5 bn valuation after raising $234 mn marks a major milestone for India’s push toward AI sovereignty. The funding c...16 Jun, 2026, 07.04 PM IST
- NBFCs and private banks better positioned than PSU banks: Aman ChowhanAman Chowhan of Abakkus Asset Manager highlights crude oil as the dominant macro risk, potentially impacting corporate earnings by 100-200 ...16 Jun, 2026, 01.23 PM IST
- US-Iran peace deal: Is it enough to end the 2-year drought for Nifty bulls, bring FIIs back?A US-Iran peace framework has sparked a sharp rally in Indian markets, sending crude oil prices lower, strengthening the rupee and promptin...15 Jun, 2026, 03.23 PM IST
- ETMarkets PMS Talk | The best alpha comes from spotting inflection points before the market does: Anuj JainAnuj Jain of Green Portfolio emphasizes identifying businesses at the cusp of transformation for alpha, not momentum. He highlights discipl...15 Jun, 2026, 02.08 PM IST
- Trump's critical minerals pricing plan faces skeptical G7, divided industryAmerica's plan to control critical mineral prices faces hurdles. G7 nations and the US mining sector are divided. The proposal aims to redu...15 Jun, 2026, 11.43 AM IST
- Star Wars: How India’s spacetech-defence ties are shaping the futureSpaceX’s IPO filing underscores how space has evolved from exploration to a strategic domain central to national security, communications a...14 Jun, 2026, 07.55 AM IST
- Canada's Carney says middle-power countries should not compete for favor with the USCanadian Prime Minister Mark Carney is forging stronger links with Europe. He met with Ireland's leader and French President ahead of the G...13 Jun, 2026, 11.51 PM IST
- Sam Bankman-Fried loses bid to overturn crypto fraud convictionSam Bankman-Fried's bid to overturn his fraud conviction and 25-year prison sentence has failed. The appeals court found prosecutors' evide...13 Jun, 2026, 06.53 PM IST
- Quant Small Cap Fund raises stake in Adani Enterprises and 8 others, trims in Aurobindo Pharma and 4 moreQuant Small Cap Fund increased exposure to Adani Enterprises and eight other stocks in May while reducing holdings in Aurobindo Pharma and ...12 Jun, 2026, 01.55 PM IST
- 'Not a great environment for Indian market': Harsha Upadhyaya on Iran-US tensions, IT outlook, pharma bet, and where to be cautiousGlobal challenges are impacting Indian stocks. West Asian tensions and rising US inflation create headwinds. Tech sector shifts also affect...12 Jun, 2026, 01.04 PM IST
- AI gold rush upends San Francisco housing marketIn San Francisco, the longtime hub of the US tech sector, fortunes tied to artificial intelligence startups are inflating home prices and f...11 Jun, 2026, 11.44 AM IST
- Asian stocks decline, oil prices gain as US hits IranAsian markets saw a decline as technology shares faced renewed selling pressure. Tensions in the Middle East intensified following US strik...10 Jun, 2026, 06.37 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
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