The Indian stock market finished the first half of 2025 on a strong note. While investors faced volatility due to geopolitical tensions and high commodity prices, stocks bounced back quickly, showing confidence in India’s growth story.
The Nifty 50 rose 3.1% and the Sensex gained 2.65% in June alone. Together, both indices have surged more than 17% since April lows, marking one of the biggest recoveries in recent times.
Defence companies outperformed most sectors because of rising tensions with Pakistan and China, along with conflicts in the Middle East. As per news reports, investors believe the Indian government will continue to increase defence spending to strengthen national security. This optimism was further supported by NATO leaders committing to higher defence budgets and a strong long-term outlook for military modernisation in India. The defence budget for FY26 has been set at ₹6.81 trillion, up 6.3% over last year.
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Rising global tensions and strong policy support have made defence stocks some of the best performers of 2025 so far. As India continues investing in modernisation and self-reliance, investors are likely to find more opportunities in this space.
Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.
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Published on: Jul 1, 2025, 2:27 PM IST
Kusum Kumari
Kusum Kumari is a Content Writer with 4 years of experience in simplifying financial market concepts. Currently crafting insightful content at Angel One, She specialise in breaking down complex topics into easy-to-understand pieces, blending expertise in market fundamentals and technical analysis.
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