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India's defence sector is witnessing a strong pickup in momentum after a relatively quiet period. As Q4 unfolds, both domestic and international developments are driving renewed interest in the space. According to Amit Dixit, Senior Analyst, ICICI Securities, Q4 is really brimming with activity, both international as well as on the domestic front.In an interaction with ETNow, Dixit highlighted several major developments: the clearance of the 7,000-crore ATAGS Howitzer order, the Pinaka system in February, and broader reforms in the capital acquisition process. These reforms, he emphasized, are key to accelerating the order finalisation process.
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REITs and InvITs in India provide retail and institutional investors opportunities to invest in real estate and infrastructure markets. The sectors hold potential for growth with India's expanding market. Inclusion in major benchmark indices can enhance liquidity and attract passive foreign investments.
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Veteran investor Vijay Kedia emphasizes that bear markets are the ultimate teachers, transforming those who endure them into smarter investors. He outlines the importance of patience, conviction, and long-term thinking in investing, highlighting bear markets as opportunities to invest in undervalued stocks.
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News and Media
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