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 […]
The Indian stock index could be headed for another leg higher in the next 15 months as the long-awaited earnings recovery takes hold. Antique Stock Broking has forecast the Nifty 50 to rise to 29,500 by March 2027 and urged investors to position themselves for a rebound led by banks, capex and select discretionary stocks. […]
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 […]
As hopes of a Santa rally fade, traders are heading into the last week of 2025 focusing on Nifty technical levels, derivatives positioning and foreign investor flows. A recent pullback from record highs has reset the base, raising questions about whether the index can stabilize near key support points or see a recovery late in […]
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 […]
In the ongoing earnings season, small-cap stocks have captured investors’ attention as some segments report strong growth and margin performance. In conversation with ET Now, Pankaj Pandey, Head of Research, ICICIdirect.com emphasizes, “Look, on the smaller cap side, pipe is something that we like. So we like the Astral numbers along with the Prince Pipes. […]
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 […]
