DEFENSE PROCUREMENT STRATEGY
Army unleashes 'silent killer' indigenous Nagastra-1 suicide drones along Pakistan, China borders: Key features revealed
Solar Industries delivered the first batch of Nagastra-1 Loitering Munitions to the Indian Army. These UAV-based munitions can hover, perform precision strikes, and be safely recovered, marking a significant advancement in India's defense capabilities. Developed by Economic Explosives Ltd, Nagastra-1 reduces reliance on foreign suppliers with over 75% indigenous content. The weapon offers operational flexibility and cost efficiency, capable of operating in extreme conditions, and is a testament to India's growing military technology expertise.
Rajnath Singh retains Defence Minister portfolio with major reforms on the horizon, here are some key issues that are expected to be addressed
Rajnath Singh will continue as India's Defense Minister, focusing on self-reliance in defense and boosting women's roles in the armed forces. Amidst tensions with China, India is increasing defense imports from the US. The Agnipath recruitment scheme, criticized for job security, is under review. Theater command unification aims to enhance joint operations, with progress made. Indigenous military production is a priority to reduce reliance on imports. Singh faces the immediate task of appointing a new Army Chief, influencing future military reforms.
A new trade war offers no easy way back for old global order
The US-China trade war has intensified with the use of tariffs and subsidies, impacting Europe and China. US Treasury Secretary Janet Yellen has warned of global business risks.
A Tata-Tesla deal has just won India a big strategic edge
Tata's likely deal with Tesla to supply semiconductor chips marks a major milestone for India, enhancing its strategic power globally. As countries invest in semiconductor manufacturing, India's focus on legacy chips positions it as a reliable supplier in the global chip value chain, contributing to its self-reliance and influence.
Growth comes when government is first buyer, says G20 Sherpa Amitabh Kant
Amitabh Kant underscores learning from Israel's procurement model, advocates for government as first buyer, and promotes women-led development in startups. He emphasizes women's pivotal role in driving India's entrepreneurial landscape and fostering innovation.
Amid rising defense imports, India slashes procurement from Russia to less than half, a first since 1960s
India is strategically diversifying its defense procurement strategy, reducing reliance on Russian arms amidst tensions with Pakistan and China. SIPRI reports a significant decline in India's arms imports from Russia, marking the first time since the 1960s that less than half of imports come from Russia. This shift includes increased orders from Western countries like France and the United States, strengthening strategic partnerships. The move responds to heightened tensions with Pakistan and China, emphasizing bolstering defense posture through diversified imports and indigenous development.
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Keeping some cash; taking a barbell approach to portfolio: Ganeshram Jayaraman
Ganeshram Jayaraman of Avendus Spark discusses the portfolio construct with a focus on defensives and industrials. He is cautious on the macro outlook, expects volume growth to be the key driver, and highlights the evolving consumption patterns in the rural economy. PSU banks and sectors dependent on government capex may face challenges.
ETMarkets Fund Manager Talk: This fund manager sees investment opportunities in 6 sectors during a rate-cut cycle
Siddharth Vora says: "Within this broader landscape, while Indian equities do reflect steeper valuations, they continue to be supported by robust domestic macros and fundamentals. Despite indications of elevated valuations based on various fundamental and technical metrics, historical trends suggest that premium valuations and euphoric sentiment in markets can persist for 3-6 months on an average before normalizing."
Indian Coast Guard bolsters maritime defence with ₹1,070 crore deal for 14 fast patrol vessels
The Indian defence ministry has recently finalized a significant deal with Mazagon Dock Shipbuilders Ltd (MDL) for the acquisition of 14 fast patrol vessels. The deal, worth Rs 1,070 crore, aims to strengthen the capabilities of the Indian Coast Guard. Under this agreement, MDL will be responsible for designing, developing, and manufacturing these multi-role fast patrol vessels within a period of 63 months.
Jaipur forts tour, Republic day parade and Rafale deal: French President Emmanuel Macron's packed itinerary for India trip
French President Macron, Republic Day chief guest, embarks on a packed itinerary. In Jaipur, he visits Amer Fort, Jantar Mantar, and engages in a joint roadshow with PM Modi. The day concludes with visits to Hawa Mahal, Albert Hall Museum, and a private dinner at Rambagh Palace. In Delhi, Macron attends the Republic Day parade and engages in post-parade activities, marking the culmination of the 25th-anniversary celebrations of India-France strategic partnership. Bilateral talks focus on digital collaboration, defense, trade, clean energy, and global affairs.
Abrupt dismissals point to Xi Jinping's quiet shake-up of China's military
Nine high-ranking Chinese military figures were recently removed as delegates to the country's Communist Party-run legislature, without official explanation. The move indicates that President Xi Jinping's latest offensive to root out alleged corruption and other misconduct in the People's Liberation Army has been gaining momentum and is focused on the politically sensitive agencies responsible for developing weapons and military installations.
Momentum Pick: Will HAL shares soar to new highs post 30% rally in 9 sessions?
The stock is expected to continue its strong upward momentum in the coming days, derivatives analyst at SAMCO Securities Ashwin Ramani tells ETMarkets. On technical charts, HAL has been moving in higher highs and higher lows since November 23, 2023, he said.
India Canada Relations: Amid speculations, US maintains strong relations with India
Despite the diplomatic fallout between India and Canada, recent developments indicate that India and the US are maintaining a strong relationship. Meetings between the two countries' officials have set the agenda for bilateral defense cooperation, and joint military exercises have commenced. India and the US are working towards co-developing projects and establishing a robust collaboration agenda in the defense sector.
Missiles, Jets, Radars: Here is IAF's Rs 3 lakh-crore strategic plan to counter China-Pakistan threat
The Indian Air Force (IAF) is taking steps to counter the challenges posed by China and Pakistan by upgrading their tactics and equipment. This includes the induction of fighters, helicopters, missiles, and radars worth Rs 2.5 to 3 lakh crore over the next few years. The IAF is closely monitoring the situation along the Line of Actual Control with China using intelligence, surveillance, and reconnaissance capabilities. They have also deployed radars and surface-to-air guided weapons along the border.
Ahead of Predator drone deal announcement, here's what you should know about the man who played an instrumental role
Currently, talks are still on for the drone deal, with the two nations expecting to ink the deal for the acquisition of 31 Predator drones during PM Modi's maiden state visit to the US. The Predators, also called the MQ-9 Reaper, can fly up to 36 hours at a stretch and can be used for focused monitoring of any specific point or area of interest. As many as 31 Predator drones, to be acquired by India from the US soon, would be operated by the tri-services jointly.
Indus-X event aims to boost Indo-US defence partnerships under iCET
Defence innovation stakeholders from across the governments, academic and research organizations, investors, defence firms, technology incubators, industry associations, and other start-up enablers came together to develop ambitious initiatives to drive INDUS-X forward.
View: How Japan's new National Security Strategy impacts cooperation with India
The defence ministries of both countries have already started a joint arms development project for unmanned vehicles. This is very important because recently, India and Japan have had many differences.
Shinzo Abe plan for land-attack counterpunch could mark major military shift for Japan
Japan's Self Defence Forces are geared toward stopping attackers in the air and the sea. The policy change would direct the military to create a doctrine for targeting enemy sites on land - a mission that would require the purchase of long-range weapons such as cruise missiles.
View: US needs an explicit India strategy
The ‘India Fatigue’ lens essentially looks at the trajectory of the US-India ties from the conception (or rather misconception) of strategic synergy as described by US and therefore a false sense of the outcomes.
If India chooses F-21, it will plug into 'world's largest fighter plane ecosystem': Lockheed Martin
The top contenders for the deal include Lockheed's F-21, Boeing's F/A-18, Dassault Aviation's Rafale, the Eurofighter Typhoon, Russian aircraft Mig 35 and Saab's Gripen.
US discusses potential missile defence cooperation with India: Pentagon
Noting that the threats posed by offensive missile capabilities are no longer limited to a few regions around the world, the Pentagon in its report said there were now a number of States in South Asia that are developing an advanced and diverse range of ballistic and cruise missile capabilities.
India, Japan resolve to deepen maritime cooperation
The two sides also firmed up a project in the area of Unmanned Ground Vehicle (UGV) and robotics, marking the start of first such bilateral initiative.
"Increase professional expertise in defence acquisition else it will be imports as usual"
One example will bring home the morass we find ourselves in. While HAL struggles to get the delayed by decades final operational clearance for the Tejas, a sixth generation fighter concept was showcased at the recent Farnborough Airshow.
THAAD: The fear of China, anxiety of Russia
The US is rushing to deploy its THAAD system in South Korea before the next elections as it thinks that if current opposition party wins, they might overturn the decision.
End defensive policy, go all out against Reds: Rajnath Singh
Union home minister Rajnath Singh said that setbacks like Sukma were a lesson on how extremely defensive deployment of forces could harm operational effectiveness.
A 1,000% stock rally fades as India defence revamp sputters
The stock has fallen in 2016 as the pace of orders fell short of the expectations of the company and investors, according to managing director Ashok Atluri.
The coming trade storm: Tides are shifting, India must decide fast on a strategy to cope with post-TPP era
Another mega deal is currently being negotiated, the Transatlantic Trade and Investment Partnership (TTIP) between the US and European Union.
US administration threatens to veto bill placing conditions on Pakistan aid
The Obama administration has threatened to veto a key defence bill, if it impedes the ability of the govt to execute the new American defence strategy.
Portfolio management and strategies
As the world recovers from the financial slowdown, investors are now left with the challenge to fight hard to extract the desired profits from their investments.
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