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PRIVATE DEFENCE PLAYERS
Gujarat can emerge as major defence manufacturing hub: RajnathDefence Minister Rajnath Singh highlighted Gujarat's potential as a major defence manufacturing hub, emphasizing its industrial strength an...- Midcaps and smallcaps currently offer more disproportionate growth opportunities than largecaps: Deepak ShenoyIndia's equity markets are poised for a strong performance as falling commodity prices and easing supply chain issues are set to boost corp...
- 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, ...
- 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...
- India at risk of AI blackout? Why Bernstein wants India to have its own DeepSeekBernstein has warned that India risks an "AI blackout" if it remains dependent on foreign AI models, urging the country to develop its own ...
- Quote of the day from America's FIFA football World Cup hero Alex Freeman: 'Now I'm here, it shows you can never give up. Keep pushing and you never know what chance you're going to get...' A reminder that opportunities can arrive when you least expect themAlex Freeman's quote, “Now I'm here, it shows you can never give up. Keep pushing and you never know what chance you're going to get and ho...
- ET Prime Special Series: Multibagger or IBC - Part 63: This engine parts maker is now chasing aerospace, defenceSome auto ancillary stories are best understood by products. This one is best understood by buckets. The first bucket is still old auto, an...
- Doubled in 5 years: India's military-industrial moment has arrivedIndia's defence production has surged to a record Rs 1.78 lakh crore in FY26, nearly quadrupling since 2013-14. This growth, fueled by the ...
- The 30% smallcap tilt: How Abakkus Flexi Cap Fund is positioning for the next rallyAbakkus Mutual Fund is strategically allocating 30% to smallcaps within its Flexi Cap Fund, identifying mispriced opportunities despite str...
- NBFCs, autos, and multi-decadal themes gain traction as India eyes post–West Asia stability boost: Nitin RahejaMarket participants are recalibrating India portfolios towards financials, autos, and long-term structural themes like defence and digital ...
- ETMarkets Smart Talk | Defence and electrification are multi-year structural themes for India: Prateek AgrawalGeopolitical shifts and the drive for self-reliance are creating long-term investment opportunities in India's defence and electrification ...
- Anthropic block marks US reversal, warning to Silicon ValleyAmerica has taken a significant step by blocking foreign access to Anthropic's top AI models. This move follows concerns about bypassing se...
- Project Kusha will be a game-changer for India's security scenario: Rajnath Singh hails Indian air defence systemsDefence Minister Rajnath Singh praised Project Kusha, India's new air defence system. He called it a game-changer for national security. Th...
- Explained: How SpaceX’s $75 billion IPO could create opportunity for Inox India shareholdersAs Elon Musk's SpaceX heads for a blockbuster IPO, investors are turning their attention to INOX India, a cryogenic technology specialist w...
- SpaceX IPO: $1.75 trillion valuation among 5 risks about world’s biggest stock market debutElon Musk's SpaceX is preparing for a historic $75 billion IPO, aiming for a $1.75 trillion valuation despite reporting significant losses....
- Is India's 1991 economic model dead? Why 'reforms' aren't enough & the state must step inIndia faces economic headwinds from global events and domestic investor wariness. The traditional reform model is no longer sufficient. Str...
- India set for $2-billion drone order in biggest buy, industry body saysIndia is poised to significantly boost its drone capabilities with a potential order exceeding $2 billion from domestic manufacturers this ...
- Manufactured monopoly: How industrial policy is structuring monopolies in IndiaIndia's industrial strategies are shaping a landscape where giant corporations thrive while smaller enterprises struggle to keep up. Polici...
- Bullish Bets: Vinit Bolinjkar maps out India’s next big market winnersIndian equities are seeing stock-specific action. Market expert Vinit Bolinjkar is bullish on select banking, power, defence, and industria...
- Corporate India gets a call of duty and it's raring to goIn a dynamic shift, India's defence industry is witnessing a groundbreaking transformation where private corporations are spearheading pivo...
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