GQG Partners, long bullish on the Adani group, modestly raised stakes in key companies during the March quarter despite mixed stock performance. It increased holdings in Adani Energy Solutions, Adani Green and Adani Enterprises. In contrast, foreign institutional investors and LIC largely maintained or reduced their exposure, reflecting a more cautious stance on the group’s risk-reward outlook.
Will BDL, HAL & other defence stocks deliver rocketing returns? Here’s why this brokerage remains bullish
India’s defence sector is gaining momentum on the back of rising defence spending, localisation, strong order pipelines and growing exports. Bajaj Broking remains bullish on
September 4, 2026