ETMarkets PMS Talk | From Rs 1 crore to Rs 85 crore in 24 years - the power of high-conviction investing, says Alok AgarwalAlchemy Capital Management's Alok Agarwal highlights how a high-conviction, benchmark-agnostic approach has yielded extraordinary long-term...
12 May, 2026, 06.42 PM IST
Op Sindoor legacy: India moves from borrowing muscle to becoming a source for global playersIndia's defense sector is experiencing a historic upswing, with exports surpassing 38,000 crore rupees. This surge is directly linked to th...
07 May, 2026, 03.49 PM IST
India's Rs 11.2 trillion distribution capex to anchor smart metering shift towards outcomes: Central Electricity AuthorityIndia's power distribution sector is undergoing a massive Rs 11.2 trillion transformation by 2035. Smart metering is shifting focus to meas...
06 May, 2026, 07.32 PM IST
Defence mutual funds surge up to 25% in a month. Should you invest now or wait for a correction?Defence mutual funds have surged up to 25% in a month, driven by geopolitical tensions. Experts advise against chasing this sharp rally, ci...
05 May, 2026, 10.20 AM IST
West Asia conflict may trigger $800 bn capex boost for India, but oil and fertiliser risks remain: Morgan StanleyThe ongoing conflict in West Asia could emerge as both a challenge and an opportunity for India, with global brokerage Morgan Stanley proje...
01 May, 2026, 01.41 PM IST
Pahalgam anniversary: How the 2025 terror attack triggered Rs 3 lakh crore defence boom and created 3 multibagger stocksOne year after the Pahalgam terror attack, India’s defence sector has entered a major upcycle, adding Rs 2.9 lakh crore in market cap as th...
22 Apr, 2026, 01.36 PM IST
Trump-Tehran, EVangelist for Us – time to charge the battery techEven as conflict and chaos linger in West Asia, India is witnessing a happy confluence of choice, cause and cost. This is a once in a lifet...
22 Apr, 2026, 12.00 AM IST
Earnings vs signals: Q4 results may matter more than they lookThe March quarter earnings season arrives at an inflection point, with stable numbers masking underlying economic shifts. Escalation of the...
15 Apr, 2026, 03.59 PM IST
Execution, order inflows to drive L&T growth; BEL rides defence push: Siddhartha KhemkaIndia's capital goods sector is experiencing robust growth, fueled by strong order backlogs and increasing project execution across infrast...
11 Apr, 2026, 12.45 PM IST
Indian defence stocks GRSE, BEL surge up to 20% as Trump’s NATO remarks spark security concernsIndian defence shares surged Tuesday following fresh geopolitical concerns. US President Donald Trump's remarks on NATO stability and globa...
01 Apr, 2026, 01.53 PM IST
Indian Army's EME teams up with IIT Madras to boost indigenous defence techThe Indian Army's Corps of EME is joining forces with IIT-Madras Pravartak Technologies Foundation. This collaboration aims to develop cruc...
26 Mar, 2026, 11.54 PM IST
114 Rafale jets, 60 transport aircraft, AEW&C, Tejas MK1A deals to be finalised this year in IAF modernisation pushIndia's Air Force is set for a major upgrade with significant defence contracts planned for FY 2026-27. Key procurements include 114 Rafale...
24 Mar, 2026, 09.47 PM IST
Local sourcing key to weapons 'autonomy'India continues to be the second-largest global arms buyer. This is despite a strong push for domestic weapon production. Defense spending ...
10 Mar, 2026, 11.30 PM IST
Indian Army achieves nearly complete 'Atmanirbharta' on extreme-altitude clothingIn a major milestone towards self-reliance, the Indian Army has indigenised 55 out of the total 57 Special Clothing and Mountaineering Equi...
20 Nov, 2025, 12.40 PM IST
Tech campuses play the 5G tone in indigenisation driveIIT-Madras, IISc, Bengaluru, IIT-Kanpur and a few other top-tier tech institutes are rapidly building the hardware and software for 5G tech...
27 May, 2022, 06.00 AM IST
Defence ministry intensifies drive for indigenisation of defence itemsIt said the progress of the indigenisation process by the defence public sector undertakings (DPSUs) is being reviewed on weekly basis by D...
18 May, 2022, 10.56 PM IST
Indigenisation drive: Cabinet opens up $600 billion market for domestic manufacturing firmsThe public procurement policy makes it mandatory to give first preference to domestic suppliers in all government purchases worth over Rs 5...
25 May, 2017, 01.32 AM IST