defence stocks

India’s macro exposure to the Middle East continues to be transmitted primarily through energy and critical input prices, reflecting structurally high dependence on imported crude and natural gas.

Every conflict leaves behind more than tactical outcomes; it generates a blueprint for future preparedness. Operation Sindoor, when examined through a structural and doctrinal lens, reveals a decisive shift in how India must think about air power, attrition, industrial capacity, and integrated warfare. Its most enduring lessons lie not in what was achieved, but in what must now be built.

Operation Sindoor, a year after its execution, is remembered as India's firm response to terrorism, marked by precision strikes on terror infrastructure in Pakistan. This high-tech military action showcased India's advanced arsenal, including Rafale jets, SCALP missiles, and loitering munitions, demonstrating a shift towards modern, precision warfare.

Stock market recommendations: For the trading week starting April 27, 2026, Tata Steel, and Cyient DLM are the top stock picks from Motilal Oswal Wealth Management Research Desk.

LPG stocks dip, backlog rises, petrol and diesel demand jumps

Reviews Water, Irrigation Plans Amid Rainfall Concerns

US Vice President J D Vance is questioning the Pentagon's assessment of the Iran conflict, concerned about undisclosed missile stockpile depletion. He fears this could impact responses to global flashpoints like Taiwan, South Korea, and Europe. Despite official assurances, some believe the situation is being downplayed, potentially affecting future military readiness.

A convicted drug trafficker, Stephen Jamieson, has been jailed for six years in Scotland after his role in a major organized crime ring was exposed through encrypted messages. Extradited from Dubai, Jamieson coordinated drug supply and financial dealings, including discussions of cocaine and heroin prices. The investigation, part of a global effort, highlights the disruption of international crime networks.

The Trump administration asserts the U.S. is not at war with Iran, despite approaching the War Powers Resolution's 60-day deadline. House Speaker Mike Johnson echoed this, stating no congressional authorization is needed as active hostilities have ceased. This stance, however, faces challenges from Democrats who argue the deadline remains binding.

Seven trial days into Musk v. Altman, neither side is winning. Elon Musk filibustered his way through cross-examination. OpenAI president Greg Brockman's own diary—"what will take me to $1B?"—became the prosecution's best exhibit. A $97.4 billion bid surfaced through a passed note. And Demis Hassabis, the man who never took the stand, turns out to haunt every page of evidence.

A recent report highlights that while the US can sustain a conflict with Iran for now, it's depleting critical missile stockpiles. This drawdown significantly impacts readiness for potential future conflicts, particularly with China. Rebuilding these advanced munitions will take years, posing a strategic vulnerability for America's global position.

Justice Manoj Jain passed the order on April 23, 2026, while hearing the bail application of the accused, who is currently in judicial custody in a case registered by the Economic Offences Wing (EOW) of the Delhi Police.

Iran and the US remain locked in a standoff, with Iran effectively closing the Strait of Hormuz and the US imposing a naval blockade. Both actions disrupt global commons, while escalating rhetoric and social media influence commodity prices worldwide. India, heavily reliant on regional energy flows, faces significant economic fallout from this 'dual blockade'.

JPMorgan has shifted its stance on Indian equities to neutral, citing high valuations and geopolitical uncertainties. The brokerage warns of a potential 15% Nifty 50 decline in a worst-case scenario, impacting earnings due to energy supply risks. While the long-term outlook remains robust, near-term caution is advised, with other emerging markets potentially offering better opportunities.

Omar Cooper Jr. is gaining attention in NFL trade rumors as the Baltimore Ravens and Cleveland Browns show interest in the rising wide receiver ahead of the 2026 NFL Draft. According to Josina Anderson on The Exhibit, Cooper has met multiple teams after a breakout season at Indiana. His versatility as a slot and outside receiver, strong yards-after-catch ability, and improving draft stock make him a potential first-round target. Both Ravens and Browns see him as an offensive upgrade option.

America's military supplies are stretched thin. Deliveries of weapons to European nations face delays. This is due to ongoing conflicts in the Middle East and support for Ukraine. European allies are concerned about their defense readiness. The situation highlights global demand on US arms production. This could impact alliances and defense strategies.