The stock of Bharat Electronics (BEL) has risen 10 per cent over the past seven to eight trading sessions, driven by order wins that improve revenue visibility. The gains mark a reversal of a declining trend in its stock price between early July and late August, during which the scrip fell over 13 per cent.
'Except for extremely conservative investors, others can consider allocating 10 to 20 per cent of their portfolio to small caps.'
the defence ministry told Parliament on Monday that foreign procurement in defence has risen to Rs 50,061 crore (Rs 500.61 billion) in 2021-2022 from Rs 37,030 crore (Rs 370.30 billion) in 2017-2018.
UP has progressed steadily: its exports increased from $13 billion in FY15 to $17 billion in FY20, and to around $22 billion in FY25.
From the 30-Sensex firms, Bharat Electronics surged nearly 9 per cent post its December quarter earnings. Eternal, Bajaj Finance, Power Grid, Trent, Mahindra & Mahindra and UltraTech Cement were the other major gainers. Maruti, Sun Pharma, Infosys and Bharti Airtel were among the other laggards.
The question is no longer whether the war will expand. It has. The next few days will tell us whether the war stabilises around Hormuz or whether the Strait itself becomes the trigger for a far larger rupture. What to watch for over the next 48 hours is simple: Any move by the US toward direct naval control of the Strait; any credible Iranian attempt to disrupt or mine shipping lanes and, critically, whether energy infrastructure in the Gulf continues to be targeted.If those lines are crossed in tandem, the war will no longer be containable within the region.
When everyone has footage and no one can verify it, the loudest voice wins, notes Prem Panicker who begins a daily blog on the War in the Middle East.
Goldman Sachs is bullish about Indian aerospace and defence, preferring private companies over public sector units (PSUs) as the country ramps up its export target for the sector to Rs 50,000 crore by FY29 from Rs 23,600 crore last year. The American investment bank's top 'buy' recommendations include Solar Industries, Bharat Electronics, Data Patterns and PTC Industries, while Bharat Dynamics is rated 'sell'.
'PoK will be ours on its own. Demands have started being made in PoK, you must have heard sloganeering'
The Army is also looking at strengthening the existing Pinaka regiments and had recently placed orders for buying the area denial ammunition for these rocket regiments.
Russian President Vladimir Putin's visit to India this week aims to secure energy supplies, stabilise defence deliveries and ensure bilateral trade continues smoothly despite strong Western sanctions, GTRI said on Tuesday.
'The problem is not just slower growth, but also the quality of growth.'
A trade deal makes sense only if it is fair and reciprocal. If the cost is strategic dependence or loss of policy space, waiting is the wiser option, asserts Ajay Srivastava.
India fully utilised its military modernisation budget in 2024-2025 -- the first time in five years -- and signed a record Rs 2 trillion defence contracts.
Trump's outburst comes amid escalating tensions between the US and its northern neighbour, following recent remarks by Canadian Prime Minister Mark Carney at the World Economic Forum (WEF) in Davos.
India has joined the US-led 'Pax Silica' alliance, aimed at building a resilient supply chain for critical minerals and artificial intelligence, marking a significant step in strengthening bilateral ties and fostering economic security.
Prime Minister Shehbaz Sharif claims several countries are in talks with Pakistan to acquire its fighter jets following last year's conflict with India. The JF-17 Thunder is reportedly a key focus.
While many areas compete for resources, defence, education, and adaptation deserve focus for maximum impact, suggests Laveesh Bhandari.
The fiscal tilt towards capex benefits companies in investment-related sectors like capital goods, defence equipment, engineering & construction and metal & mining. The planned cut in revenue expenditure will weigh on companies in consumption sectors like FMCG, consumer durables and retail.
Afghans have deep self-respect and are the last people to put up with humiliation. Is it any surprise that relations between Afghanistan and Pakistan have touched an all-time low and the two countries are now at war? asks M R Narayan Swamy.
Pakistan launched a military operation targeting terrorist hideouts in Afghanistan following a series of attacks, including a suicide bombing that killed Pakistani soldiers. The action comes after repeated calls for the Afghan Taliban to prevent terrorists from using Afghan soil to launch attacks against Pakistan.
The defence minister also announced that India has taken up the challenge of developing a powerful indigenous aero-engine, adding that preparations for this critical project are now almost complete and the work will soon be visible.
A Delhi court acquitted a Brazilian national in a 2016 cocaine seizure case, citing the prosecution's failure to comply with mandatory provisions of the NDPS Act.
The stock of automotive (auto) components major Bharat Forge has risen 14.6 per cent over the past month. Despite ongoing demand challenges, strong operating performance in the July-September quarter (Q3) of 2025-26 (FY26), a diversified revenue base, and expectations of a gradual recovery have lifted sentiment.
Defence exports grew 33 per cent in the calendar year 2023 (CY23) to around Rs 21,083 crore while domestic defence orders serviced by listed companies were Rs 48,000 crore. The sector is poised for steady growth. Budgeted domestic capex is likely to hit Rs 3 trillion per annum, and exports could reach $6 billion by FY29.
The pre-forms are components of military night vision equipment.
However, these are understood to be exploratory talks, with an agreement unlikely to be formalised during the current visit.
In its annual report to Congress on Tuesday on 'Military and Security Developments Involving the People's Republic of China 2025', the US Department of War said the People's Liberation Army (PLA) is actively considering and planning for additional military facilities.
'No, India and China were not about to go to all-out war over a few rocks of Galwan.' 'The full picture of what went on at the highest level between two heads of State will not be known for a very, very long time and rightly so,' points out Colonel Anil A Athale, former head of the history division, ministry of defence.
Finance Minister Nirmala Sitharaman's biggest challenge will be to find a new growth driver, particularly against the backdrop of a global economy ravaged by heightened uncertainty and fragmentation, financial markets on a precipice, and global commodity prices on a continued uptrend.
'We believe the truth is in the middle, and that India is at an important crossroads.'
'This Budget has a one-year agenda, which you can call the sprint, and the marathon is towards Viksit Bharat.'
If Lockheed Martin gets the opportunity, then it will set up a mega hub in India to produce the "iconic" aircraft and it will be the first such global facility outside of the US, top officials of the company told PTI.
Stock market is gearing up for an eventful week ahead where key triggers such as quarterly earnings from corporates, the US Fed interest rate decision and the upcoming Union Budget for 2026-27 would grab the limelight, analysts said.
Prime Minister Narendra Modi is likely to visit the United Kingdom by the end of this month, with the India-UK free trade deal expected to be formally signed. Discussions on expanding bilateral ties in defence and security are also anticipated.
India and Canada are negotiating a long-term uranium supply agreement worth $2.8 billion. They are also exploring expanded civil nuclear cooperation after the passage of the SHANTI Bill.
India and Russia are poised to sign multiple agreements to bolster cooperation in various sectors, including trade and healthcare, during Russian President Vladimir Putin's visit to New Delhi. Discussions will also address the Ukraine conflict and efforts to increase Indian exports to Russia.
Force Motors, known for its shared mobility solutions, is gearing up to expand its presence in global markets and defence segment having consolidated its position in India by narrowing down on focus areas for profitable growth, according to managing director Prasan Firodia.
The Indian government outlines its futuristic defence programme, Sudarshan Chakra Mission, focusing on indigenous development, predictive technologies, and targeted counter-action systems to enhance national security.
'The BNP's election manifesto lists grievances against India, mirroring the attitude of past BNP governments.' 'Political parties have been careful not to say bad things about China.'
