Record order books, rising exports: Nirmal Bang’s Jyoti Gupta on why defense remains a long-term growth story

India’s defense manufacturing sector is in the midst of a strong multi-year order book rebound, supported by record approvals, rising indigenization and accelerating exports, although earnings returns will remain uneven due to milestone-driven execution, Jyoti Gupta, principal research analyst at Nirmal Bang Institutional Equities Research, said in an interview with ET Now.Gupta said the sector […]

Defense stocks falling? Buy the fix, stay 5 years; go for niche tech over big IT: Sudip Bandyopadhyay

India’s defense rally may bring bouts of volatility, but investors should view any dip as an entry point – only if they are willing to stay invested for at least three to five years, says Sudip Bandyopadhyay, group chairman of Inditrade Capital. Speaking to ET Now, he highlighted that defense remains one of India’s strongest […]