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covering exciting investing ideas and opportunities in India.
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.
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Even at the risk of inviting the displeasure of subscribers, I recommend them to be safe than sorry.
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If you're considering investing in spacetech stocks, read this...
Aug 23, 2023
Selecting stocks in India's spacetech ecosystem must be done with sufficient diligence.
Aug 17, 2023
Cochin Shipyard shares climbed 40% in 3 days. Here's why.
Aug 15, 2023
Should you consider Indian defence stocks now? Find out...
Sep 22, 2023
The defence industry relies on a diverse range of suppliers to manufacture products. These four are the top companies supplying to defence companies.
Sep 18, 2023
Will this PSU behemoth come out of its slumber and start a bull run?
Sep 7, 2023
Profit from India's EV boom with backdoor stocks.
Sep 4, 2023
Have the valuations run ahead of the fundamentals of Cochin Shipyard?
Aug 31, 2023
Selecting stocks in India's spacetch ecosystem must be with sufficient diligence.
Aug 27, 2023
With India's emphasis on self-reliance in defence, mutual funds investing in defence stocks have done well.
Aug 24, 2023
You can play the defence story without focussing on front line stocks.
Aug 22, 2023
Looking to invest in spacetech stocks? Read this...
Aug 16, 2023
Here's why shares of this defence multibagger stock hit a 52-week high, surging 5% in a day.
Aug 10, 2023
Find out why I believe these fast-growing small cap electronic manufacturing companies are worth a look.