Don’t chase defence stocks on sentiment; focus on fundamentals and export potential: Ashish Gupta

May 7, 2025

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.

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Short-term market weakness likely; defensive sectors poised to outperform: Rohit Srivastava

Rohit Srivastava suggests the recent market rally from early April might be ending, entering a corrective phase influenced by geopolitics and the upcoming FOMC meeting.

June 18, 2025

No near-term rally expected as weak earnings, global uncertainty weigh on sentiment: Dinshaw Irani

Helios Mutual Fund’s CEO, Dinshaw Irani, projects a steady market landscape ahead. He cites underlying economic weaknesses and global tensions as key factors influencing this

June 18, 2025

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