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.
Groww’s Ishan Bansal sees structural shift in derivatives participation post regulatory changes
Derivatives business faces a structural reset post FY25 regulatory changes, with growth now driven by a smaller but stable customer base, increased market volatility, and