Why 2026 looks brighter for markets despite small cap pain: explains Dhiraj Relli

Despite sharp corrections in small and mid-cap stocks, the outlook for Indian equities in 2026 appears more constructive than in the previous year. Dhiraj Relli, MD and CEO of HDFC Securities, explains how easing valuation pressure, likely earnings recovery, strong domestic flows and a supportive macro environment could pave the way for better market performance, […]

European shares recover as hopes for a US rate cut improve sentiment; Ukraine talks in focus

European shares rallied on Monday, with the financial sector leading the way, as investors took comfort in growing commitment to US interest rate cuts while monitoring progress on a peace plan for Ukraine.The pan-European STOXX 600 gained 0.6% to 565.27 points by 0815 GMT. The index recorded its steepest weekly decline since late July on […]

Handily almost 26,000: time to chase or wait? Kranthi Bathini explains

Indian markets are supported by strong domestic liquidity, even as global uncertainties weigh on sentiment. While foreign investors have turned cautious, steady buying by local investors and hopes of an India-US trade deal are keeping the indices floating near record highs. ET Markets spoke to Kranthi Bathini, equity strategist at WealthMills Securities, to understand what […]

BEL, Solar Industries and PTC see up to 46% increase, says Goldman Sachs amid Rs 790 billion defense push

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 […]

With 3 defense shares that fluctuate to 182% in 2025 to 182%, are you too late on the defense or immediately on time?

Indian Defense shares are in a tear in 2025, with Apollo -Micro systems, Axiscades Technologies and Sika Interplant systems that come to the fore as the biggest profit of the sector. Apollo Micro Systems has increased an increase of 182%years to date, Axiscades has risen 156%and Sika Interplant has set 133%, which is a reflection […]