Equitymaster's guide to Defence stocks with detailed analysis and much more. Also check out Equitymaster's powerful Stock screener to find the top Defence stocks. Meanwhile, a list of Defence Stocks is available here...
Since 1970s, the Indian government has relied on imports to grow India's military strength. In this process, it spent hundreds of billions of dollars on foreign equipment.
But now, with major changes in policies, those billions have started to flow in Indian companies. It is now India's time to become self-reliant.
The promptness with which Indian defence manufacturers can cater to India's rising defence modernization needs should be a big tailwind for the next few decades.
Few Indian defence companies could use their engineering capabilities to eventually become global leaders. And once they gain reputation in the global market, sky is the limit.
Also, with Indo-China tensions not abating, the defence sector will be in focus in the near future. The tipping point might not be too far away.
So it's safe to say that defence stocks can potentially offer a great wealth creating opportunity.
Aug 10, 2023
Find out why I believe these fast-growing small cap electronic manufacturing companies are worth a look.
Aug 1, 2023
BEML share price surges 10% in a day, hits 52-week high. Here's why.
Jul 18, 2023
How India's electronics stocks are riding a huge megatrend.
Jul 12, 2023
Shares of this defence company continue to rise. Here's why the stock is on the radar of investors.
Jul 11, 2023
The ace investor's name is missing from the latest shareholding pattern of this defence firm. Find out more details about the company inside and why Damani sold his stake in Q1.
Jul 6, 2023
Shares of this defence company are on a roll. Here's what is driving the stock.
Jul 4, 2023
Can India do an Israel with its military exports? Find out...
Jun 28, 2023
By the end of this decade the company will find success in at least one of three endeavors.
Jun 22, 2023
There is a safer way to ride the asymmetrical payoffs of new disruptive tech businesses.
Jun 13, 2023
Along with strong growth potential, these defence companies are also rewarding shareholders with good dividends. Take a look...
Aug 2, 2023
There are probably hundreds of innovations quietly taking shape.
Jul 25, 2023
Selecting stocks in India's defence ecosystem must be with sufficient diligence.
Jul 14, 2023
It is hard to imagine that by the end of this decade the company will not find a good degree of success in at least one of these endeavors.
Jul 12, 2023
Selecting stocks in Indias defence ecosystem must be with sufficient diligence.
Jul 11, 2023
While the breakout in Mazagon Dock and the bullish trend in shipbuilding stocks seem promising, it's essential to consider the associated risks as well.
Jul 5, 2023
It's a matter of time before these companies find favour in the stock markets. Are they on your radar?
Jun 29, 2023
Hindustan Aeronautics is poised for takeoff. Here is what investors need to know about its split, dividend, and future plans.
Jun 22, 2023
In a span of one month, the defense shipbuilding company has logged gains of over 65%. The stock fell 6% yesterday. What's next?
Jun 14, 2023
Unless your timeframe to stay invested in defence stocks is short, you may not want to miss the upside.
Jun 12, 2023
Will this newly listed company be a big beneficiary of the defence megatrend in India?