Introduction: The Stunning Ascent of Defense Stocks
Over the past five years, India’s defense sector has emerged as a powerhouse of wealth creation, with stocks like Hindustan Aeronautics Limited (HAL) and Bharat Electronics Limited (BEL) delivering extraordinary returns. An investment of USD 1,200(approx.₹1lakh) in these defense giants in 2018 would have increased to...
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In April 2025, the United States announced a steep 26% import tariff on goods from India, sparking a wave of uncertainty across global financial markets. This move has triggered a sell-off in equities, affected key sectors, and forced Indian exporters to rethink their global strategies.
In this blog, we explore the immediate impact of these tariffs on Indian markets, analyze the most affected...