defence sector

FMCG, consumer discretionary set for festive boost; defence remains a long-term play: Sushant Bhansali

by
FMCG, consumer discretionary set for festive boost; defence remains a long-term play: Sushant Bhansali

Sushant Bhansali, Ambit Asset Management, says despite short-term challenges, the FMCG and consumer discretionary sectors stand to benefit from upcoming GST cuts, especially rural-focused companies. While short-term flows into defence may be limited due to government finances, the long-term growth story remains intact. Market entry is favorable now, supported by festive season demand and improving … Read more

Ashi Anand sees defence indigenisation as key growth driver

by
Ashi Anand sees defence indigenisation as key growth driver

“This is a space we like quite a lot. There are limited opportunities where you have such clear growth visibility over the next 5 to 10 years. In defence, given India’s historically high level of defence imports—India was the world’s largest importer until Ukraine overtook us recently—there’s a strong government push to indigenise, which provides … Read more

IT in a trading zone; defence out of reach of value investors: Digant Haria

by
IT in a trading zone; defence out of reach of value investors: Digant Haria

Digant Haria, Co-founder, GreenEdge Wealth, says IT stocks face muted expectations due to AI risks and economic uncertainty, favoring technical trading over fundamental analysis. The defence sector, experiencing strong growth between 2020 and 2024, boasts of high order books and positive sentiment. While existing investors can benefit, new entrants might find better opportunities in related … Read more

Fund Manager Talk | Markets may move in 5% range till festive season: Trideep Bhattacharya

by
Fund Manager Talk | Markets may move in 5% range till festive season: Trideep Bhattacharya

Indian equities are likely to consolidate in a narrow 5% range over the next few months as the market undergoes a phase of time correction, says Trideep Bhattacharya, CIO – Equities at Edelweiss Mutual Fund. While macro uncertainties have eased and policy momentum has picked up, the missing link remains corporate earnings, which he expects … Read more

Stock-specific action to dominate market moves: Dharmesh Shah

by
Stock-specific action to dominate market moves: Dharmesh Shah

“It is the right time to stick to the domestic side, where again the sectors like banking, again financially, if you look even in this current corrective phase banking as a sector clearly is showing the relative outperformance even in this current corrective phase,” says Dharmesh Shah, ICICI Direct. What should one expect because I … Read more

Booster shot to Indian defence sector from European Commission’s ReArm plan: HAL, BEL among 6 stocks to buy

by
Booster shot to Indian defence sector from European Commission’s ReArm plan: HAL, BEL among 6 stocks to buy

The European Commission has announced a major defence initiative, the ReArm Europe Plan, in response to the rising security threats. Analysts believe that the European defence spending will boost Indian defence stocks, particularly Bharat Electronics and HAL among others. Further, the government spending on infrastructure and capital goods remains strong, and private sector capacity expansion … Read more

This focused fund has given an 85% return in just one year. Check investment strategy, details before putting your money

by
This focused fund has given an 85% return in just one year. Check investment strategy, details before putting your money

HDFC Defence Fund was launched in June last year. Since its inception, the fund has shown impressive performance, delivering an 85% return to investors and amassing total assets exceeding Rs 3,952 crore. Over the last year, the scheme has yielded a return of 76.03%, and in the past six months, investors have seen a return … Read more

Mutual funds: Thematic, sectoral funds have been in focus of investors. Should you invest?

by
Mutual funds: Thematic, sectoral funds have been in focus of investors. Should you invest?

Mutual fund investment: In the year 2024, sectoral and thematic funds have emerged as the focal point in the investment landscape, capturing 42% of the total active mutual fund inflows. This surge in interest is primarily driven by domestic investors, notably retail investors, who are displaying a significant penchant for sectoral and thematic funds. As of … Read more

India well poised to benefit from great opportunities coming from hotels and hospitality sector: Puneet Chhatwal, IHCL

by
India well poised to benefit from great opportunities coming from hotels and hospitality sector: Puneet Chhatwal, IHCL

“Achche din ki sabse badi guarantee hai the growth in the GDP. So, India having reached fifth largest economy status and all the pundits and all the gurus from IMF to investment houses to all the economists predict that India will be number three in a very short duration of time,” says Puneet Chhatwal, MD … Read more

Infra, manufacturing offer opportunities to French investors: Piyush Goyal

by
Infra, manufacturing offer opportunities to French investors: Piyush Goyal

Commerce and industry minister Piyush Goyal on Tuesday said there are huge opportunities for French investors in India in areas such as manufacturing and infrastructure. “Huge delta of opportunities are there in India,” Goyal said while addressing the India France Business Summit in Paris. The minister had earlier said that France is India’s preferred partner … Read more