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The European Commissions ReArm Europe Plan in response to rising security threats is expected to boost Indian defence stocks like Bharat Electronics and HAL. Analysts project long-term growth, with infrastructure and aerospace sectors seen as key beneficiaries. ICICI Securities highlights Solar Industries, PTC Industries, and others as top investment picks.
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Arvind Sanger discusses India's market performance amid global economic uncertainties, highlighting the role of domestic actions by the government, regulators, and central bank. He suggests patience for Indian investors, with opportunities in domestic consumption and high-quality financials, while noting potential challenges for Indian IT stocks due to AI advancements.
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We have been fortunate enough to be associated with the entire journey of passive investing in India due to association with Benchmark AMC which pioneered this space in India.
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