One year after the Pahalgam terror attack, India’s defence sector has entered a major upcycle, adding Rs 2.9 lakh crore in market cap as the Nifty India Defence Index gained 37%. Stocks like MTAR Technologies, Apollo Micro Systems, and Data Patterns turned multibaggers, supported by record FY26 procurement approvals worth Rs 9.3 lakh crore.Read More
Indian stock markets are set for new peaks by the end of this year. Experts see a broad economic recovery, with financials leading the charge. Energy and consumption sectors are also expected to perform well. Investors should focus on individual stock selection, particularly in mid and small-cap segments. Long-term opportunities exist in the IT sector despite current transitions.Read More
Tata Consultancy Services is gaining attention after Morgan Stanley reiterated an “Overweight” rating with a ₹2,880 target, implying ~10% upside. Despite short-term pressure on the stock, the brokerage expects a recovery in growth and potential valuation re-rating, signalling a possible turnaround.Read More
Indian government bonds declined as elevated oil prices persisted, with investors concerned about ongoing Middle East tensions. President Trump’s indefinite ceasefire extension with Iran offered little immediate relief, as the US Navy continues to block Iranian maritime trade. This geopolitical uncertainty is impacting India’s bond yields and fiscal outlook.Read More
Speaking to ET Now, Stephen Innes from SPI Asset Management described the environment as one driven not by peace, but by a temporary pause in escalation.Read More
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