New Delhi, Sept. 11 -- The Indian stock market has witnessed a steady rally in recent sessions, supported by improved investor sentiment on expectations of a potential India-US trade deal. Such an agreement is seen as a relief for India's export-oriented sectors, currently facing the burden of high US tariffs.

Defence stocks, in particular, have been in the spotlight, driven by multiple order wins, the government's continued push for self-reliance, and optimism around domestic manufacturing.

In August 2025, the Defence Acquisition Council (DAC) approved 10 proposals worth Rs.67,000 crore, while the Cabinet Committee on Security (CCS) cleared the procurement of 97 Tejas Mk1A fighter jets and 6 Netra Mk2 aircraft. These developments reinf...