Latest Updates Around The World
With the Union Budget 2026 to be presented tomorrow, defense stocks have shown resilience, rising as much as 23% in January even as broader markets remained volatile.An analysis shows that a majority of stocks in the Nifty India Defense index have outperformed the Nifty benchmark since Budget 2025. The sector is expected to remain in […]
Amid rising geopolitical tensions following the US invasion of Venezuela and the arrest of President Nicolas Maduro on drug trafficking charges, the global focus has returned to military strength as the cornerstone of national power, while the episode poses potential risks to market sentiment.In an era when territorial sovereignty, trade interests and energy routes are […]
According to Pankaj Pandey, head of research at ICICIdirect.com, India’s defense production, certain consumption patterns and the financial sector continue to offer strong long-term growth prospects even as sector rotation drives market performance in the short term.Speaking to ET Now, Pandey said faster conversion of defense approvals into executable orders will be a major positive […]
India’s defense sector is on the cusp of a multi-year structural shift, backed by strong policy support and a surge in capital procurement proposals.Recent approvals from the Defense Acquisition Council (DAC), totaling INR 790 billion across all three services, follow a steady trend of increased budgetary allocation and a continued drive towards self-reliance. The government’s […]
In a conversation with ET Now, Pankaj Pandey, head of research at ICICI Direct, shared his sector-wise view on automotive, chemicals, defense and jewellery. He believes the market continues to show strong performance in certain sectors, although valuations remain critical for investors. Automotive sector: M&M leaders, Eicher shines in the premium segmentWhen asked about the […]
Traders are keeping an eye on stocks across sectors as technical conditions and improving earnings momentum continue to support market sentiment. Stocks like Aditya Birla Capital, Aurobindo Pharma, BSE, BPCL, Bharat Electronics and UPL are showing signs of strength, with analysts noting fresh breakouts, higher highs and open interest additions in the November range. ADITYA […]
Bharat Electronics Ltd (BEL) on Friday reported an 18% year-on-year increase in standalone profit after tax (PAT) to Rs 1,286.13 crore for the July-September quarter of FY26, compared to Rs 1,091.27 crore in the same period last year. Navratna Defense PSU’s revenue from operations rose 25.75% year-on-year to Rs 5,763.65 crore, compared to Rs 4,583.41 […]
Goldman Sachs has turned bullish on India’s defense manufacturing sector, naming PTC Industries, Bharat Electronics and Solar Industries among its top picks, after the Defense Acquisition Council (DAC) this week approved proposals worth Rs 790 billion, a move that the brokerage said underlines its belief in an increasing total addressable market (TAM) for domestic defense […]
In recent weeks, Tata Motors has been in the spotlight after a large cyber attack had an influence on his Jaguar Land Rover (JLR) activities. The development issued concern about the short -term prospects, but market expert Sandip Sabharwal believes that the situation may not be as alarming as it initially seemed. “No, not really. […]
Indian shares slid on Thursday for a fifth consecutive session, with the Sensex and Nifty dragged lower due to financial and sharing it as persistent foreign outskirts and concerns about American visa curbs weighed on sentiment. The S&P BSE SENSEX fell 555.95 points, or 0.7%, to close to 81.159.68, while the NSE Nifty 50 166.05 […]
