Latest Updates Around The World
India’s defense sector is at a transformative crossroads. As global geopolitical tensions reshape alliances and redefine strategic imperatives, the country’s commitment to self-reliance and modernization has evolved from ambition to tangible reality.Contemporary strategic imperatives are forcing countries to modernize their armed forces against hybrid threats, including drone swarms and hypersonic missiles, as illustrated in the […]
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 […]
Shares of Belrise Industries collected no less than 6.4% compared to the high of RS 154.30 on the BSE on Wednesday 17 September, after Investec Investec had initiated with a buy -rating and a price target of RS 185. Analysts predict an upward potential of 27.5% of the last end of RS 145 per share. […]
Indian shares will probably extend the profit this week, led by banking and IT, said Pankaj Pandey, head of research on icicidirect.com, in an interaction with et now. With the US interest rates on the horizon and the relief of concern on the tariff front, Pandey expects that Bank Nifty will lead the next stage […]
Sushant Bhansali, Ambit Asset Management, says that despite short-term challenges, the FMCG and consumer-discretionary sectors benefit from upcoming GST-eating, in particular on national-focused companies. Although short -term flows in the defense can be limited due to public finances, the long -term growth story remains intact. Market access is now favorable, supported by the demand from […]
“This is a space that we love a lot. There are limited possibilities where you have such clear growth-visibility for the next 5 to 10 years. In defense, given the historically high level of the defense level of India-India, the world’s largest importer was until Ukraine recently caught up with us is a strong government […]
