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DEFENSE SECTOR VALUATION
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
- 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
- Space stocks slump as blistering rally cools after SpaceX market debutSpace stocks saw a significant drop on Friday. Investors took profits after a strong rally. This occurred on the day of SpaceX's highly ant...12 Jun, 2026, 11.26 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
- Nifty in control of FIIs? The unlucky 13 bluechips facing the hardest institutional selloffForeign investors have significantly reduced holdings in many Nifty companies since September 2024. This has impacted top blue-chip stocks,...12 Jun, 2026, 10.05 AM IST
- US markets plunge: Dow Jones, S&P 500 and Nasdaq crash as Trump’s Iran threat sparks a risk-off market selloff, pushing the U.S. dollar higher and oil prices sharply upwardDow Jones, S&P 500 and Nasdaq crashed as Trump’s Iran threat reignited fears of a wider Middle East conflict. Investors rushed into the U.S...11 Jun, 2026, 07.02 PM IST
- Sweet pills: How pharma stocks delivered bumper returns to Indian investors, defying 2026 whiplashIndian pharma stocks are outperforming the market, offering strong returns to investors. This resilience is driven by robust domestic deman...11 Jun, 2026, 10.31 AM IST
- US stocks slump after fresh sell-off in tech stocks; Nasdaq down over 1%Wall Street's major indices declined as weakness in technology stocks and escalating US-Iran tensions overshadowed inflation data that met ...10 Jun, 2026, 09.25 PM IST
- Why is US stock market down today? Dow Jones, S&P 500 and Nasdaq fall as inflation hits three-year high and Iran tensions shake Wall Street - Nvidia, Amazon and technology stocks leading today's declineUS stock market is under pressure again. Investors woke up to another sharp decline in the Dow Jones, S&P 500 and Nasdaq after fresh inflat...10 Jun, 2026, 08.39 PM IST
- Why is the US stock market crashing today? S&P 500 erases all gains and wipes out $1.3 trillion in 2 hours as Nasdaq and Dow turn sharply lower - Tech stocks and chip sector collapseThe US stock market crash today caught many investors off guard. Early gains quickly vanished as the S&P 500 erased more than $1.3 trillion...09 Jun, 2026, 10.30 PM IST
- Space startup Apex doubles valuation to $2.3 billion in new fundingSpace startup Apex has seen its valuation surge to $2.3 billion. This comes after a new funding round where the company raised over $200 mi...05 Jun, 2026, 09.06 PM IST
- AI threat overblown: Why Invesco’s Hiten Jain is doubling down on IT stocksInvesco Mutual Fund's Hiten Jain offers a contrarian view, identifying the tech rout as a significant buying opportunity and dismissing bro...05 Jun, 2026, 09.00 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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