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.
F&O Talk | Markets remain jittery but downside appears limited: Rahul Ghose
The markets continued to remain under pressure as the Nifty logged its fourth straight week of losses. Although the index attempted a recovery in the
July 27, 2025