Denemek ALTIN - Özgür

How To Ride The Rally In Defence Stocks

Mint Kolkata

|

May 27, 2025

Given the geopolitical flare-ups in the Indian neighbourhood, it's time to accord the defence sector the same importance given to banking, IT and FMCG.

- Abhishek Mukherjee

To paraphrase the ancient Greek statesman and general Pericles, just because you do not take an interest in geopolitics, doesn't mean geopolitics will not take an interest in you. Or your stocks portfolio. If the events of the last few weeks have shown us anything, it is that the real estate guys were right—it really boils down to location, location, location. India may be blessed with numerous natural advantages, but in one aspect, at least, it has been dealt with a particularly harsh hand—its neighbourhood. India's neighbours comprise, in no particular order, a military dictatorship masquerading as a functioning country; the world's largest one-party dictatorship itching to take over the entire globe; an aspiring Islamic theocracy; and a perpetually unstable parliamentary republic which cannot let go of its monarchical past. Bang in the middle sits India, the world's biggest democracy and the fastest-growing major economy.

In such a situation, few things are amply clear. Firstly, in a neighbourhood like India, geopolitical flare-ups should be considered the norm, not the exception. And second, shoring up India's defence capabilities is non-negotiable, and will take massive investments spanning years, if not decades.

Which brings us to the point of view of investing. For India's growing multitude of retail investors, has the time come to accord the defence sector the same importance given traditionally to banking, information technology (IT), and fast-moving consumer goods (FMCG)?

CYCLICAL TO STRATEGIC

Defence stocks roared back to life in the aftermath of India's Operation Sindoor, which was launched on 7 May, targeting terror camps in Pakistan and Pakistan-occupied Jammu and Kashmir. The operation was to avenge the Pahalgam terror attack on 22 April, which left 26 people dead.

Mint Kolkata'den DAHA FAZLA HİKAYE

Mint Kolkata

Mint Kolkata

The dollar is far from dead and the yuan is not staging a coup

Greenback doomsayers got it wrong. The dollar's reign is not over

time to read

3 mins

October 10, 2025

Mint Kolkata

Mint Kolkata

Sebi's Ananth Narayan steps down

Narayan headed market regulation and the department dealing with foreign investors.

time to read

1 min

October 10, 2025

Mint Kolkata

Mint Kolkata

Corporate governance needs to go well beyond mere compliance

Shareholders now demand more than mere regulatory compliance to monitor the governance of companies they partly own

time to read

3 mins

October 10, 2025

Mint Kolkata

Intel unveils new tech in turnaround push

Intel Corp., the embattled chipmaker now backed by the US government, introduced new products and manufacturing technology that are central to its turnaround bid.

time to read

1 min

October 10, 2025

Mint Kolkata

Shipbuilding stocks are likely to stay anchored

India's shipbuilding stocks are trading well above their 200-day moving average, a sign of rising investor confidence.

time to read

3 mins

October 10, 2025

Mint Kolkata

Silver ETFs fired up by scarcity, festivals

Silver exchange traded funds or ETFs opened Thursday with a record 10-12% premium to spot prices, underscoring a scramble for the metal as festive buying, industrial use, and investor FOMO (fear of missing out) drove up demand against tight supplies.

time to read

1 min

October 10, 2025

Mint Kolkata

Go First files plea against Air Works

Bankrupt airline Go First has filed a fresh plea before the National Company Law Tribunal (NCLT), Delhi, seeking the release and disclosure of several aircraft components, primarily small tyres and wheels, that it claims are being withheld by maintenance, repair and overhaul (MRO) firm Air Works India (Engineering) Pvt. Ltd, a subsidiary of the Adani Group.

time to read

1 min

October 10, 2025

Mint Kolkata

Mint Kolkata

Nestlé looks beyond Maggi, bets on India petcare boom

Nestlé SA sees India as a potential top-three global petcare market after the US and China

time to read

2 mins

October 10, 2025

Mint Kolkata

Mint Kolkata

Tax residency depends on your travel pattern and primary base

I am a salaried individual employed by an Indian company that allows me to work remotely. I get paid in India. My spouse lives abroad, so I frequently travel outside the country. Over the last two years, I have spent at least three months each year in India.

time to read

2 mins

October 10, 2025

Mint Kolkata

It is time to strengthen India-Afghanistan ties

An Afghan minister's visit right after New Delhi joined hands with other countries to rebuff America's eyeing of Bagram offers us a chance to re-imagine the regional balance of power

time to read

2 mins

October 10, 2025

Listen

Translate

Share

-
+

Change font size