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IS IT A GOOD TIME TO INVEST IN DEFENCE STOCKS
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...- Pakistan's Gen Z taking to investing in stocks in big way, claim stock managersPakistan's Gen Z is driving new accounts on the stock exchange, making up 41% of openings in FY25-26. Despite this surge, overall investmen...
- 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...
- 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...
- Quote of the day by David Abrams: "There are good assets and bad assets but good prices and bad prices supersede whether the assets are good or bad"David Abrams stresses that investment outcomes depend more on entry price than asset quality. Even strong businesses can underperform if ov...
- 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...
- Indian tech’s Nifty share shrinks to record low on AI worriesIndia’s IT sector is losing dominance in the Nifty 50 as AI disruption fears trigger sustained selling. Its index weight has dropped to a r...
- Vedanta may have a couple more tranches of promoter-driven selling; stock likely to bounce back in 1-2 weeks: Ambareesh BaligaVedanta shares saw a significant drop following a large block deal, but analysts suggest the selloff is temporary. Promoter entity Twin Sta...
- 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...
- 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...
- 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 ...
- Banking, capital goods and midcaps seen driving market's next rally: Ashish ChaturmohtaIndian equities are poised for fresh highs, driven by strong earnings and sector-specific momentum, particularly in financials and manufact...
- 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...
- GRSE shares jump 5% after PSU conferred 'Navratna' status. What this means for the warship-maker?GRSE shares surged nearly 5% after the defence PSU was granted Navratna status, boosting investor sentiment. The status allows greater fina...
- Abu Dhabi Investment Portfolio: 10 stocks rally up to 106% in CY26, 2 new picks added in Q4In terms of stock price performance during CY26, about half of the portfolio holdings have delivered positive returns. Among these, 10 stoc...
- Christy Mathai used market dip to buy insurance, logistics stocks; here's his sector-by-sector playbookFund Manager Christy Mathai sees easing war-driven inflation fears, expecting a shorter earnings hit. He's selectively adding to his portfo...
- Stay invested, keep accumulating quality stocks: Neeraj DewanEasing crude oil prices have boosted sentiment for Indian equities, with experts recommending accumulation of quality stocks in financials,...
- 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...
- Financials in a sweet spot, defence remains a structural bet: Dharmesh KantFinancial stocks are set to lead a market rally through June and July. Experts see banks and financial institutions benefiting from strong ...
- HDFC Defence Fund adds Tata Motors, reduces exposure in MTAR Technologies and 1 other in MayHDFC Defence Fund added Tata Motors to its portfolio in May while trimming holdings in MTAR Technologies and Rishabh Instruments. The fund ...
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