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Ignore market noise, India’s long-term story intact, say D-Street bulls Ramesh Damani and Sunil Singhania
Indian markets face temporary challenges with foreign outflows and geopolitical concerns. However, top investors Ramesh Damani and Sunil Singhania emphasize that India's fundamental growth drivers are strong. They advise retail investors to ignore short-term noise and focus on long-term wealth creation through disciplined investing and compounding. Sectors like defence, infrastructure, and energy offer opportunities.
BEL bags Rs 1,251-cr defence contract to supply indigenous GBMES system to Indian Army
Bharat Electronics (BEL) said that it has signed a contract with the Ministry of Defence worth Rs 1,251 crore for the supply of the Ground Based Multi Sensor Electronic Support Measure (GBMES) system to the Indian Army.
Bharat Electronics secures order of Rs 1,251 cr from Ministry of Defence
Bharat Electronics has signed a contract with Ministry of Defence valued at Rs 1,251 crore for supply of GBMES system to Indian Army. The GBMES is a totally indigenous, state of the art system designed and developed by DLRL Hyderabad and manufactured by Bharat Electronics.
BEL bags ₹1,251 crore defence order for indigenous GBMES system
Bharat Electronics secures ₹1,251 crore order from Ministry of Defence for indigenous GBMES system for Indian Army, boosting order book; shares end near intraday high on NSE.
Vedanta demerger: How mutual funds are rebalancing after the five-way split
As Vedanta splits into five separate listed entities, the immediate focus has shifted from business fundamentals to the technical mechanics of fund rebalancing
Retail direct equity bets fall, MF holdings rise to new high
Individual investors reduced direct equity ownership for the third consecutive quarter, while mutual fund holdings reached a record high, driven by surging retail inflows. Foreign ownership hit a 14-year low amid a risk-off sentiment, contrasting with domestic institutional holdings climbing to an all-time peak.
Defence, energy, data centres to lead India’s $800 billion capex wave: Morgan Stanley
Morgan Stanley has raised its investment rate forecast to 37.5% of GDP by FY2030, up from 36.5% earlier. This translates into incremental cumulative investments of about $800 billion over the next five years, with nearly 60% expected to flow into energy transition, data centres, and defence.
Markets may have bottomed; commodities in focus, IT underweight: Bajaj Finserv AMC
Bajaj Finserv AMC CIO Nimesh Chandan highlighted commodities as a key sector due to supply constraints and demand trends, while remaining cautious on IT. He also sees opportunities in defence, healthcare, and metals over the medium term.
Data Patterns zooms 97% in 3 months; stock hits new high in weak market
With strong policy environment, rising defence allocations, increasing indigenization and a clear shift towards advanced electronics and systems, Data Patterns is well-positioned to benefit.
Bharat Electronics bags Rs 569 crore orders across defence segments
Bharat Electronics announced that it has secured orders worth Rs 569 crore, marking the beginning of its order inflow for the financial year 2026-27.
Ramesh Damani advises staying invested, continuing SIPs amid market volatility
Ramesh Damani said Mark Mobius helped bring global investor focus to India and other emerging markets. He highlighted Mobius’ view that volatility creates opportunity and said investors should stay invested through cycles. Damani added that markets may stabilise as geopolitical risks ease, with sectors like defence, infrastructure and local supply chains likely to see interest.
TCG Asset Management’s Shahzad Madon picks digital infra, defence & renewables as key themes
Shahzad Madon of TCG Asset Management says investors should focus on long-term themes like energy transition, digital infrastructure, defence and manufacturing amid global uncertainty. He believes these sectors will see strong multi-year growth driven by geopolitical changes and rising demand. Madon prefers transmission plays within renewables, and remains comfortable with EMS companies due to steady earnings growth and improving margins. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.