Import Heavy Manufacturing Industry Analysis
Indian fund outperforming 98% of peers bets on defense stocks
Kotak's $3B defense bet signals India's military modernization will drive stock outperformance amid geopolitical tensions.
Impact: 6/10
Centre may rejig spending to meet FY27 fiscal deficit target
India reallocates budget amid West Asia crisis, prioritising fiscal deficit target over growth spending in FY27
Impact: 6/10
US Stock Market | Rising war costs and inflation risks cloud outlook for US bond market
US bond market turmoil from war costs and inflation risks higher Treasury yields, threatening cheap dollar borrowing for Indian firms
Impact: 6/10