India’s aerospace and defense sector shows significant growth. A major deal with France for Rafale-M jets strengthens national security and domestic manufacturing. The defense budget is increasing, creating opportunities for Indian companies. Defense exports are rising, with ambitious targets set for 2047. Hindustan Aeronautics and Bharat Electronics are well-positioned for growth. The sector presents a long-term investment opportunity.
Goldman Sachs’ India bets: 8 stocks rally up to 85% in CY26; one new addition
Goldman Sachs’ India equity portfolio fell 6% in CY26 amid mixed stock performance. While 18 stocks declined sharply, eight delivered strong gains, led by GNG