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Tag: prospects for the defense sector

Defense biggest theme of the decade and not oil, natural resources or forex. Gurmeet Chadha explains why
Stock Market

Defense biggest theme of the decade and not oil, natural resources or forex. Gurmeet Chadha explains why

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 […]

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

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 […]

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