Europe is significantly increasing defence spending due to exclusion from US-Russia peace talks, potentially adding $370 billion in investment. The NATO summit aims for 3.5% of GDP on defense, signaling a decade of hard power investment. Commercial aerospace faces macroeconomic challenges like tariffs, but demand and supply chain performance are generally positive, indicating a healthy outlook.
Smallcap Stars: 10 stocks rally up to 72% despite 11% Nifty crash in March. Do you own any?
Despite an 11% fall in the Nifty during March amid global tensions and rising crude prices, select smallcap stocks delivered strong gains of up to
April 4, 2026