Since its results for the first quarter of the 2023-24 financial year (Q1FY24) earlier this month, the stock of auto component major Bharat Forge is up nearly 15 per cent and hit its all-time high in the process. The recent gains have extended the returns over the last three months to over 34 per cent. After a strong Q1 performance which beat expectations, brokerages had revised their earnings estimates upwards to factor in the improved outlook.
'And this will persist given the two-and-a-half-front threat we face.'
'Granting the country's highest civilian honour to Prime Minister Modi was surprising as it indicated the government was going out of its way to have India as a close partner.'
India and Chile on Tuesday announced starting negotiations on a comprehensive economic partnership pact as PM Modi and Chilean President Gabriel Boric Font held wide-ranging talks focusing on boosting the ties in areas of trade, defence, critical minerals and health.
'The lesson Beijing would have learned is that there is, cost-benefit wise, no better option than to keep the Pakistan military supplied with its most advanced armaments, certain that in hostilities with India these would be used for maximum effect.'
A scientist working for the Defence Research and Development Organisation (DRDO) in Pune has been arrested by the Maharashtra Anti-Terrorism Squad (ATS) for providing confidential information to a Pakistani agent, officials said on Thursday.
Stocks of defence-related companies have been firing on all cylinders on the bourses in calendar year 2023 (CY23). Shares of Hindustan Aeronautics (HAL), Bharat Electronics (BEL), Bharat Dynamics (BDL), Data Patterns, MTAR Tech, Cochin Shipyard and GRSE have rallied in the range of 21-96 per cent so far this year. By comparison, the BSE Sensex is up 8 per cent. The gains have been sustained on the back of robust export opportunities, a healthy project pipeline and the government's continued push for local manufacturing and indigenisation of defence equipment.
'At Aero India 2025, be prepared to be inspired, awed, and educated,' says Air Commodore Rohith Vijayadev, Air Officer Commanding Yelahanka. 'Aero India 2025 promises to be more than just an air show; it is a celebration of innovation, collaboration, and India's growing leadership in global defence and aviation,' notes Air Commodore Nitin Sathe (retd).
In an eventful week ahead, stock market investors will take cues from major events like the US Federal Reserve's interest rate decision, the upcoming Union Budget and Q3 earnings, analysts said.
We have nothing to gain by raising our concerns internationally as our narrative has got entangled with several controversial concepts in the United Nations, asserts Ambassador T N Sreenivasan.
'What does Indira Gandhi want from me? At this age, what will I do to her?'
'Pralay' is a 350-500 km short-range, surface-to-surface missile with a payload capacity of 500-1,000 kg. The solid-fuel, battlefield missile is based on the Prithvi Defence Vehicle.
India has secured international support in its fight against terrorism, with Russia, Japan, and the United Arab Emirates expressing solidarity and a commitment to working together to combat the threat. This follows a recent terrorist attack in Pahalgam, India, which claimed 26 lives. Multi-party parliamentary delegations from India briefed the leaderships of these countries on Operation Sindoor, India's response to the attack, and discussed ways to enhance cooperation in counter-terrorism and combating radicalism. These developments highlight the growing global consensus against terrorism and the importance of international collaboration to address this shared challenge.
Engineering and construction major Larsen & Toubro (L&T) on Friday said its defence arm has received orders for the Indian ministry of defence for the supply of four regiments of Pinaka weapon systems.
'Pick up momentum and find opportunities from an intelligence-sharing standpoint.'
The Army has now fallen behind the other two services for four years in a row.
Since India relies heavily on specialised imported fasteners for critical applications in industries, such as automobiles, aerospace, electronics, and defence, their sudden unavailability will jeopardise production.
'It is typical of China's strategic deception of making virtue out of necessity,' observes Rup Narayan Das.
The Indian Army is looking at deploying over 350 light tanks, mostly in the mountainous border areas.
The tests were conducted by the Indian Air Force, which will be the first service to induct the Akash missiles in its inventory.
'It is high time that the 'war on terror' is removed from our diplomatic toolbox.' 'Certainly, our parliamentarians have no role in it,' asserts Ambassador M K Bhadrakumar.
During the meeting, Gantz emphasised the opportunity to invest further in defence cooperation between the two countries.
The five largest exporters of major arms in 2020-2024 were the US (43 per cent), France (9.6 per cent), Russia (7.8 per cent), China (5.9 per cent), and Germany (5.6 per cent).
'Russia has got inherent military strength, they have a very good military equipment manufacturing infrastructure and by and large they are self-sufficient in their production capabilities'
A pet project of the Indian Army, four-legged robotic prototypes have been making waves at the Republic Day and Army Day parades in the past year.
To threaten China and Pakistan, and then to sharply cut back on military funding, bespeaks a remarkable trust in Beijing and Islamabad that is not borne out by anything they say or do, notes Ajai Shukla.
The defence ministry on Thursday sealed a contract to procure 118 main battle tanks Arjun for the Indian Army at a cost of Rs 7,523 crore, in a major move to boost its combat capabilities.
The move came against the backdrop of Turkiye backing Pakistan and its condemnation of India's strikes on terror camps in the neighbouring country and Pakistan-occupied Kashmir under Operation Sindoor.
Brokerages expect a further slowdown in Indian firms' revenue and earnings growth in Q4FY25, following low single-digit growth in the preceding three quarters, as factors like weak consumer demand and credit growth linger on.
In the Union Budget presented in Parliament by Finance Minister Nirmala Sitharaman, a total of Rs 1,52,369 crore has been set aside for capital expenditure that includes purchasing new weapons, aircraft, warships and other military hardware.
Artificial Intelligence, innovation and next-generation technologies figured prominently during the high-stakes discussion between Prime Minister Narendra Modi and US President Donald Trump at the White House, as the two sides announced transformative measures, including the US-India TRUST initiative, roadmap on accelerating AI infrastructure and INDUS Innovation, to boost tech ties.
'I am worried that Pakistan will still feel compelled to take substantive military action beyond this apparent drone activity.' 'If so, the crisis could persist for a while more and dangerous days are still ahead.'
The "weaponisation" of economic activity - through tariffs and sanctions - is now a reality, with countries leveraging these tools strategically, External Affairs Minister S Jaishankar said at the Raisina Dialogue recently.
The MRSAM is an advanced path-breaking air and missile defence system that provides ultimate protection against a variety of aerial platforms. Defence experts say that it can shoot down enemy aircraft at a range of 50-70 km.
'Had Haji Pir and/or Skardu been taken, the message would have gone out not just to General Asim Munir and his cohort in the Pakistan army but to the Pakistani people that every terrorist incident in India would lead to substantial loss of territory in PoK.'
US President Donald Trump has proposed a deal to China that would see the sale of TikTok's US operations to an American buyer in exchange for a reduction in tariffs on Chinese exports to the US. The proposal comes amid a trade war between the two countries and follows China's retaliation of Trump's tariffs on Chinese goods. Trump has also said that tariffs are a powerful economic tool and that he is determined to ensure fair trade between the US and China.
Organisations that reward constant optimism and penalise negativity create environments where employees feel pressured to hide their struggles, notes Sonica Aron, founder of HR consultancy firm Marching Sheep.
Prime Minister Narendra Modi and US President Donald Trump have vowed to move forward with plans to work together to build US-designed nuclear reactors in India. The decision was made during their meeting at the White House, where they also agreed to significantly expand energy cooperation. The move comes after India announced plans to amend its nuclear liability law and the Atomic Energy Act, which had previously been obstacles to the implementation of the US-India civil nuclear deal.
An open letter to Defence Minister A K Antony on the threat from China and the need for upgradation of our defence research and production by Colonel (retd) Anil Athale.
Prime Minister Narendra Modi on Sunday visited Dr Hedgewar Smruti Mandir in Nagpur and paid tributes at memorials dedicated to Rashtriya Swayamsevak Sangh (RSS) founder Keshav Baliram Hedgewar, and second sarsanghchalak (chief) M S Golwalkar.
