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SUBMARINE SUPER CYCLE
For both the compulsive trader and careful investor: 25 stocks to watch if risk appetite returns; some with upside potential, some not- For long-term investors: Focus on business, not sentiment. 7 large-cap stocks with an upside potential of up to 44%
- Defence stocks: Buy, sell, hold? Answer lies in understanding business & diversification: 9 stocks, 5 with upside potential of over 32%
- German submarine co eyes India as tech partnerThyssenKrupp Marine Systems anticipates a submarine "super cycle" with demand exceeding capacity, positioning India as a key manufacturing ...05 Sep, 2025, 12.00 AM IST
- Defence stocks: Black & white, and many shades of grey. 10 stocks with an upside potential of up to 30%On Friday, when the market was reeling, one set of stocks was trading in the green: Defence stocks. Now, Indian defence companies supply ne...15 Jun, 2025, 06.53 AM IST
- Defence stocks: There are many sides to a story. 10 defence stocks with upside potential of up to 48%Sometimes, it is an incident which proves that a policy that was being followed for some time was indeed correct. But, then, there may be m...12 May, 2025, 06.10 PM IST
- Defence stocks: Better to own one or two, or a whole basket? 18 stocks from the defence ecosystemGiven the evolving situation at the India-Pakistan border, defence stocks are again in the limelight. In the last 10 years, the government’...02 May, 2025, 02.10 PM IST
- Defence stocks: In the short term it’s an event, in the long term a trend: 9 defence stocks with upside potential of up to 32%With tensions flaring up again between India and Pakistan, did you notice that it is naval moves that are making news, with missiles being ...28 Apr, 2025, 03.14 PM IST
- German move: Time to change bias to Hold & Buy? 5 PSU & 5 private defence stocks with an upside potential of up to 50%What Germany did a few days back has huge implications for how the global defence industry, including that of India, takes shape in the fut...24 Mar, 2025, 05.12 PM IST
- Defence stocks: Buy, sell, hold? Answer lies in understanding business & diversification: 7 stocks with upside potential of up to 56%Just before the general elections of 2024, defence sector stocks were in the limelight. They were grabbing attention and also getting re-ra...26 Jan, 2025, 04.50 PM IST
- Defence Stocks: Structural changes are stronger than negative narrative, 15 stocks from defence ecosystem with possible return of up to 39%May 2024, everyone is rushing to buy defence stocks. On the day of election results, they were badly battered. Come July a number of them a...11 Sep, 2024, 02.34 PM IST
- Defence stocks: Long runway, hedge a bit to avoid narrative-based decisions; 8 PSU & Pvt sector stocks, 4 with upside potential of upto 44%In an election season, there are bound to be times when one or the other narrative may make one question about whether one should sell the ...30 May, 2024, 03.18 PM IST
- Defence stocks: Stay bullish, just hedge a bit to avoid narrative-based decisions; 4 stocks with upside potential of up to 33%One of the sectors which has seen strongest re-rating in the last four years has been defence. Now in the last few days, the way markets ha...14 May, 2024, 02.42 PM IST
- Skepticism on stock price vs tailwinds of policy push: 4 defence sector stocks with upside potential of up to 26%In the last four years of bull run, among the PSU space, defence was the first sector to see a re-rating, infact it was the sector which le...04 Apr, 2024, 03.36 PM IST
- Getting ready for another round of re-rating ? 6 defence stocks with “buy” recos with upside potential of up to 34%As other sectors dominated by PSU companies come into limelight, defence stocks which ignited the re-rating of PSU stocks have moved into c...25 Feb, 2024, 02.15 PM IST
- For uncertain and volatile times: 7 largecap stocks with right mix of RoE & RoCEFor most, market movement this week may not appear volatile, but the fact is last week was pretty much very volatile both at the index and ...04 Nov, 2023, 02.13 PM IST
- Defend your portfolio: 5 defence stocks with 'buy' reco have upside potential of up to 42%One sector which has got re-rated due to the policy initiatives by the government has been the defence sector. It is not only PSU companies...20 Oct, 2023, 05.23 PM IST
- 5 defence stocks with “buy” recommendations have upside potential of up to 17%After the budget, the price movement of defence stocks might have rattled some investors but the fact is the underlying policy initiatives ...24 Apr, 2023, 12.33 PM IST
- Weekly Top Picks: 3 stocks with improving score & upside potential of up to 14%As the NIFTY continues its upward journey, bias of the underlying volatility has once again tilted toward bulls. During this period, there ...22 Apr, 2023, 03.20 PM IST
- 4 defence sector stocks with up to 32% upside potentialGovernment support, higher defence expenditure, robust exports and huge order books to drive performance of defence companies in future.31 Jan, 2023, 11.08 AM IST
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