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DEFENSE STRATEGY INDIA
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...- Gold over equity or vice versa? This asset allocation strategy has delivered notable return boost in recent yearsFor best portfolio results, experts recommend diversification without being swayed by any one asset class. While asset allocation is the wa...
- The NCPI gambit: TMC rebels' unlikely escape route runs through an obscure partyTwenty Trinamool Congress Lok Sabha MPs have joined the Nationalist Citizens Party of India. This move bypasses legal hurdles and allows th...
- '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...
- 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 ...
- Banks pay 7% on dollar deposits as India seeks fresh foreign currencyIndian banks are significantly increasing rates on foreign-currency deposits to attract overseas residents, testing the central bank's new ...
- FIFA World Cup 2026 Betting Guide: Odds, favorites, key players, underdogs and is it legal?FIFA World Cup Betting Legal? The FIFA World Cup 2026 expands to 48 teams, offering unprecedented betting opportunities across the US, Cana...
- Why are oil prices up, while gold, silver prices down today along with upcoming US stock market futures crash? US attack, Iran tensions, inflation fears and market reaction explainedWhy are oil prices up, while gold, silver prices down today along with upcoming US stock market futures crash? Global markets moved in diff...
- 360 ONE Mutual Fund launches DynaSIF Equity Ex-Top 100 Long-Short Fund360 ONE Mutual Fund has launched the DynaSIF Equity Ex-Top 100 Long-Short Fund, an open-ended strategy focused on mid and smallcap equities...
- India’s first choice for cars is going second-handIndia’s car market is shifting gears: why stretch for a new hatchback when a used SUV gets you further? A booming pre-owned market is redef...
- PM Modi’s high stakes push for sovereign AI faces reality checkIndia is striving to build its own artificial intelligence capabilities, aiming for self-reliance and global export. However, the nation fa...
- Avammune’s big bet: Why the future of cancer treatment may come in a pillAs global oncology races toward next-generation therapies, Avammune Therapeutics is betting on affordable, orally administered immunotherap...
- '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...
- Extreme heat tests India's record milk productionIndia's booming dairy sector, a global leader, faces a significant threat from escalating heatwaves. Farmers like Neeraj Bharadwaj are witn...
- Morgan Stanley says Indian stock market poised for strong year ahead. Here’s whyMorgan Stanley remains bullish on Indian equities, citing an earnings upcycle, supportive macroeconomic conditions and strong domestic flow...
- If you have the patience, you can achieve innovation milestones, says Wockhardt chairman Habil KhorakiwalaWockhardt Hospitals is set to launch its antibiotic Zaynich in the US. Zahabiya Khorakiwala will lead US operations. The drug is expected t...
- F&O Talk: Nifty may stay range-bound; Sudeep Shah sees opportunities in banks, IT, picks 7 stocksIndian stock markets experienced a sharp selloff on Friday, with Sensex and Nifty dropping over 1%, driven by passive fund flows from MSCI ...
- HC ruling on Google keyword ads likely to reshape e-advertisingA Delhi High Court ruling has stopped Google from auctioning trademarked names as ad keywords. This decision impacts how companies advertis...
- Stealth, skies and sovereignty: India's fighter jet plan takes offThe Defence Ministry has issued tenders for India’s indigenous fifth-generation Advanced Medium Combat Aircraft (AMCA) programme to three p...
- Nandan Nilekani's Fundamentum bets big on AI, deeptech with Rs 3,000 crore purseFundamentum Partnership has launched F2A, a Rs 3,000 crore frontier-tech investment platform focused on AI and deeptech startups. The firm ...
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