Made in India, deployed abroad: The expanding map of India's arms exportsIndia's defence exports are soaring, with deals for BrahMos missiles with Vietnam and Indonesia signaling a significant shift. This surge, ...
29 Jun, 2026, 01.21 PM IST
Avoid expensive themes, focus on valuations and stock picking: Samit VartakIndian equities have rebounded significantly, yet investor sentiment remains cautious due to ongoing geopolitical uncertainties. Despite th...
29 Jun, 2026, 12.24 PM IST
Beyond the Nifty slump: Sandeep Bagla on why largecap valuations are ripe for comeback in 2026Sandeep Bagla of TRUST Mutual Fund sees corrected large-cap valuations as a prime entry point for 2026, especially in banking and IT. Their...
29 Jun, 2026, 09.00 AM IST
ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen DongareAs Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, accordin...
27 Jun, 2026, 12.21 PM IST
Trusted Interdependence: India's next step in defence self-relianceIndia's defence strategy has shifted from 'Make in India' to 'Aatmanirbharta', emphasizing indigenous development and discouraging imports....
25 Jun, 2026, 10.56 PM IST
Commodity correction offers buying opportunity; defence, banking remain long-term bets: Dharmesh KantMarket expert Dharmesh Kant sees commodity corrections as buying opportunities, with the broader cycle intact due to global demand and Indi...
25 Jun, 2026, 11.48 AM IST
Jewellery, defence, and banks: Nuvama's Nikhil Ranka reveals where to find real opportunitiesNuvama Asset Management's Nikhil Ranka identifies key investment opportunities and potential pitfalls in India's equity markets. While reta...
25 Jun, 2026, 09.59 AM IST
Global Markets | European shares hold flat on US-Iran talks; Rheinmetall slidesEuropean markets saw a flat opening as investors weighed U.S.-Iran talks. Defence giant Rheinmetall plunged on reports of Germany scrapping...
24 Jun, 2026, 03.03 PM IST
Banking, defence could lead next market rally as Nifty eyes 25,000: Rohit SrivastavaIndian equity markets are poised for further gains, with Nifty aiming for 25,000 if it holds the 23,800 support. Banking and defence sector...
24 Jun, 2026, 02.23 PM IST
Karnataka proposes defence manufacturing policy consultationsKarnataka is spearheading efforts to bolster India's defence manufacturing capabilities with a proposed long-term policy, a dedicated singl...
23 Jun, 2026, 09.10 PM IST
Defence valuations 'obnoxious'; private banks look strong: Sandip Sabharwal's full market playbookInvestor Sandip Sabharwal cautions that while the defence rally is real, many stock prices have outpaced reality. He favors Bharat Electron...
23 Jun, 2026, 01.26 PM IST
India's defence export boom could hit ₹65,000 crore by 2030; pvt sector startups the real play: Sunil SubramaniamIndia's defence exports are poised to surpass government targets, reaching ₹60,000-65,000 crore by 2030, according to market expert Sunil S...
23 Jun, 2026, 10.31 AM IST
Reliance, financials and defence top investment picks as market leadership broadens: Rahul ShahReliance Industries is poised for a turnaround, with strong earnings, a Jio Platforms IPO, and AI/energy investments promising significant ...
22 Jun, 2026, 12.58 PM IST
Paras Defence shares fall over 2% after 30% rally in 3 sessions. What are charts suggesting?Paras Defence shares saw a dip after a significant rally, yet technicals suggest a bullish trend supported by strong momentum. Foreign inve...
22 Jun, 2026, 10.41 AM IST
Multibagger Paras Defence shares rocket 28% in just 3 sessions. What’s behind the stellar rise?Paras Defence shares surged 28% in three sessions, extending a strong rally driven by optimism around India’s expanding defence manufacturi...
19 Jun, 2026, 11.36 AM IST
Defence stocks fire up! Paras Defence, BEL, GRSE, other stocks surge up to 24% in 2 days. What's powering the rally?Defence stocks extended their rally for a second straight session, with Paras Defence surging 24% in two days and BEL, GRSE, HAL, and other...
18 Jun, 2026, 10.33 AM IST
Defence production up 15%; private sector share climbs to 24%India's defence production has hit a record high of ₹1.78 lakh crore. This growth is fueled by the private sector, with exports also reachi...
18 Jun, 2026, 12.35 AM IST