Defence Stocks Rise on India–France Talks I The Daily Market Rundown (17/02/2026) скачать в хорошем качестве

Defence Stocks Rise on India–France Talks I The Daily Market Rundown (17/02/2026)

In today’s market roundup, we’re breaking down 4 big stories shaping Indian markets right now: 1️⃣ Narendra Modi and Emmanuel Macron held strategic talks expected to strengthen defence cooperation, including a potential 114 Rafale fighter jet deal and multiple defence MoUs. This boosted sentiment across defence stocks like Hindustan Aeronautics Limited and Bharat Electronics Limited. Investors are betting on long-term order inflows and sustained defence sector growth. 2️⃣ Cochin Shipyard Limited was declared the lowest bidder for building five Next Generation Survey Vessels for the Indian Navy, strengthening its chances of securing a ₹5,000 crore contract. This significantly improves its order book visibility and reinforces its position as a key defence shipbuilding player. The news triggered strong buying interest in the stock. 3️⃣ Infosys announced a strategic partnership with Anthropic to develop enterprise AI solutions using Claude AI integrated with Infosys Topaz. This signals IT companies are actively adopting AI to drive growth rather than being disrupted by it. The announcement boosted investor confidence and supported a recovery in IT stocks. 4️⃣ Britannia Industries and Hindustan Unilever Limited reported strong Q3 results driven by stable input costs, rural demand recovery, and pricing actions. Both companies are focusing on innovation, digital channels, and calibrated price hikes to protect margins. The results indicate gradual recovery and improving growth visibility in the FMCG sector. #StockMarketIndia #MarketNews #DefenceStocks #ITStocks #FMCG #Infosys #CochinShipyard #Britannia #HUL #Investing #BusinessNews #IndianStocks #MarketUpdate #investsmart 00:00 - Introduction 01:31 - Defence Stocks Rise on India–France Talks 03:11 - ₹5,000 Cr Navy Deal Boosts Cochin Shipyard 04:32 - Infosys Partners Anthropic to Expand AI 06:18 - Britannia, HUL Results Signal FMCG Recovery 08:13 - Summary _____________________ Follow us to stay updated with all the latest news! ✅YouTube Channel (Desvelado Insights):    / @desveladoinsights   ✅YouTube Channel (Desvelado Research):    / @desveladoresearch   ✅LinkedIn:   / desvelado-india   ✅Instagram (Desvelado Insights):   / desveladoinsights   ✅Facebook (Desvelado Advisory): https://www.facebook.com/profile.php?... ‪@DesveladoInsights‬