Defence stocks, consumer staples emerging as reliable plays for FY26: Religare’s Dr Ravi Singh

May 9, 2025

Some Investors are shifting toward safe-haven assets like gold, U.S. Treasuries, and defensive sectors such as healthcare and consumer staples. Geographic diversification, higher cash holdings, and exposure to real assets like commodities and real estate offer protection.

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Fund Manager Talk | Defence stocks rally shows FOMO taking over rationality, says Kotak’s Atul Bhole

India’s macro fundamentals are in a really sweet spot & proving to be one of the strongest versus major global economies. Tightly controlled fiscal &

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NRI Talk | A blended approach—India + global—is becoming the norm in NRI portfolios: Alok Saigal

While India is seen as a core long-term investment destination by NRIs, countries like UAE & Singapore continue to attract NRI capital for diversification, real

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