Defense Stocks : Defense and Shipping Get tremendous speed

In the shares of defense and shipping companies, there was a tremendous fast view on March 19.

This week can be good for Indian stock markets. On March 19, the third consecutive day in stock markets appeared. On March 18, with a boom of 1,131 points, was closed above 75,000. Midcap and smallcap indices came more than 2 per cent. All sector’s index closed in green marks. The question is whether the market has changed the centimant?

Garden Reach Shipbuilders and Engineers (Grse), Cochin Shipyard and Hindustan Aeronautics (HAL) jumped up to 20%. Due to this, the Nifty India Defense Index also jumped up to 6%. In this bounce, the growing interest of investors in the defense sector and some global factors were important.

Correction can come forward in the market : Defense stock defense and shipping

Analysts say that after this fast, the correction (correction) may come. CIO and Founder of Fident Asset Management, Dadhiq said, “In many stocks we are in oversold zone. The main reason for today is technical.” Outstanding positions in derivative markets shows that on March 18, the main reason for recovery of more than 1100 points in Sensex was short-covering of foreign institutional investors (FIIS). After selling a month for a month, he shopped in Markets.

Which Defense Share Jump? The share of Grse touched 20 percent and touched its upper circuit boundary and reached the level of Rs 1,641.35. This is a continuous fourth day, when Grse’s shares have been seen to look good. Shares of Cochin Shipyard also touched the upper circuit of 10 percent during the business and reached Rs 1,474.95 per share. However, later it lost some of its edge.

Talking about the rest of the defense shares, Hindustan Aeronautics rose by 5.16 percent, while Mazgaon Dock Shipbuilders got to see the surge of 10.96 percent. India’s shares have been seen to be increased by 2 per cent in the shares of Nifty Index.

Defense stock defense and shipping : large financial package

What is the reason for the speed in the defense sector? In Defense Shares, it has come after the decision to increase the defense budget of Germany. Germany’s parliament has approved a large financial package to increase budget on defense and infrastructure. German MPs have decided to separate the defense budget from “Debt Ceiling). Now the German government plan to spend more than 1% of GDP on its defense.

German Chancellor Friedrich merge told it the first big step towards the collective defense community of Europe. European countries are now extending the “REARM EUROPE” program to prevent potential dangers from Russia.

Between 32.5% increase in India’s Defense Export, the Defense Export of India was seen a boom of 32.5% in the financial year 2024 and it reached Rs 21,000 crore. India exports more than 100 countries to Defense Equipment. Top 3 export markets for the Indian Defense Industry to America, France and Armenia.

After the decline in defense shares, recovery defense shares were quite bad for the last few months. Many Defense shares fell to 30% to 60% between July 2024 to February 2025. But now these stocks are catching up again. This is attractive for the sector investors from the “self-reliant India” campaign and the Growing Defense Export.

The lion of alone defense is not even the rest of the lion prices are increasingFII’s short-covering speed : Defense stock defense and shipping

According to the data of the stock exchanges, the short-covering of FIIS in 101 out of 220 stocks of Futures and Options segment. FIIs pure shopping in the cash segment. His shopping was Rs 1,463 crore. The Investment Stratejist of Brokerage Firmed Jected Financial Services, Harang Shah said that the recovery is good in the market, but Global Problems remain. On March 18, the American market closed with a large decline. S & P 500 slipped, while Nasdek declined by 1.71 per cent.

Midecap and Smallcap Stocks are still looking weak. BSE Midcap and BSE Smallcap Index have fell from their peak to 20-23 percent. Therefore, the trend released for the last three days can not be considered a sign of change in the center of the market. Only in the market, there will be stability, when foreign institutional investors will continue. The good thing is that the US Dollar Index has fallen from its 110 high of November 2024 to 103.

Mutual funds set on these sectors : Defense stock defense and shipping

Recently, more impact on the infrastructure, Capital Goods and Real Estate Sector has to be seen on the mid-cap and the Smallcap Stock. However, Experts say that IT and Pharma’s performance can be good in the medium term. Brokerage firm Motilal Oswal had said in his report in February that mutual funds have enhanced investment in private banks, NBFCs, Healthcare, Telecom and Metals shares. He has deducted his investment in Capital Goods, Technology, Auto and PSU shares.

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