There are the few companies that will probably benefit from higher defence spending in India and globally and there we see larger upside, but I would not kind of say that it is a broad rush approach that you should take towards the sector.
Energy stocks unlikely to rally without crude surge: Anand Tandon
Anand Tandon suggests limited near-term movement in the energy sector, favoring grid infrastructure investments over oil and solar. While geopolitical tensions and Russian oil sanctions
July 23, 2025