Defence Sector
Axis Mutual Fund launches defence index fund; NFO opens 10 April
Axis Nifty India Defence Index Fund NFO opens for subscription, tracking defence sector index amid rising global and domestic defence spending and policy support across the country.
2 min read10 Apr 2026Mint Quick Edit | The export of Indian arms has rocketed: Address this global market with care
India’s defence exports soared in 2025-26, boosted by state-run exporters. For upper-end items like missiles, this is a geopolitically sensitive market. Strategic neutrality maximizes potential, but it’s best to go about signing arms-export deals cautiously.
1 min read3 Apr 2026Paras Defence, Mazagon Dock to BEL: HDFC Sec begins coverage on 8 defence stocks amid US-Iran war - how many do you own?
HDFC Securities recommends Buy on Data Patterns and Apollo Micro Systems, Add on Astra Microwave and Bharat Electronics, while suggesting Reduce for Paras Defence, Hindustan Aeronautics, and Bharat Dynamics, citing strong defence spending and technological advancements as growth drivers.
4 min read9 Mar 2026Quote of the Day: Lenny Bruce's critique of war- 'There’s a lot of money in wars, except...'
Comedian Lenny Bruce’s quote criticises how economic incentives shape political priorities. While wars generate profits and receive massive funding, efforts to fight poverty often lack financial incentives and attention, highlighting an imbalance in how societies allocate resources.
2 min read8 Mar 2026Israel, France, Germany to EU: What India's defence diplomacy means for China, Pakistan, US and NATO?
India's recent defence deals with Germany, the EU, France, and Israel enhance its military capabilities and technology transfer, aiming for self-reliance
4 min read28 Feb 2026Defence indigenization: How securing India’s strategic autonomy has taken centre-stage
India’s ₹7.85 trillion defence outlay is in line with a decisive shift from decades of committees, import dependence and policy drift to a coordinated push for domestic capability. Indigenous military hardware is the best guarantor of our strategic autonomy.
4 min read25 Feb 2026Mint Quick Edit | India's counter-terror policy document is welcome but misses an important detail
After decades of battling terrorism, India finally has a formal doctrine in Prahaar. It promises swift action and a whole-of-society response, but articulates no stance on whether the state will negotiate with terrorists in hostage situations.
1 min read25 Feb 2026HAL share price tumbles 4% as Tejas suffers fresh damage; what’s driving the selloff in other defence stocks?
Defence stocks like Bharat Forge and HAL have surged recently, but faced declines due to a HAL Tejas incident triggering profit booking. Analysts indicate that despite short-term corrections, the sector's structural demand outlook remains robust, with significant gains over the past year.
3 min read23 Feb 2026Europe’s defence market opening up to Indian industry is a possibility: Let’s raise its probability
As Europe finds itself pushed to rearm by Russian aggression and US neglect, India has moved closer to the EU not just through trade ties, but a Security and Defence Partnership. To boost Indian supply chain prospects, New Delhi should engage Brussels to clear the decks for a strategic clinch.
3 min read22 Feb 2026Mint Quick Edit | Why India’s Rafale deal with France has been called the ‘deal of the century’
The highlight of French President Macron’s visit to India is a $40 billion deal for 114 Rafale jets and other arms. It’s a win-win for both countries in various ways—some obvious, others not.
1 min read18 Feb 2026