Renewed India-Pakistan tensions have sparked investor interest in Indian defence stocks, with companies like Cochin Shipyard and Bharat Dynamics seeing significant gains. Anticipation of increased defence spending and potential export opportunities are driving this surge. While long-term prospects remain strong, some fund managers caution about the current elevated valuations and the pace of the rebound.
India a key beneficiary of global portfolio diversification: Jonathan Schiessl
Global equities are performing well despite concerns about tariffs and geopolitical issues. Investors are seemingly ignoring negative news, and the rising index is compelling bears
June 30, 2025