CNBC's Inside India newsletter: Iran-Israel war sparks fresh interest in India's defense sector
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 26 2025
0mins
Should l Buy JEF?
Source: CNBC
India's Defense Sector Growth: The Israel-Iran conflict has highlighted India's vulnerabilities while simultaneously providing an opportunity to strengthen its defense industry, particularly through domestic production and reduced reliance on Russian arms.
Economic Impact and Market Response: Despite geopolitical tensions affecting oil prices and economic forecasts, investor sentiment improved with the easing of Middle East tensions, leading to a rise in the Nifty 50 index and positive outlook for India's currency.
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Analyst Views on JEF
Wall Street analysts forecast JEF stock price to rise
5 Analyst Rating
4 Buy
1 Hold
0 Sell
Strong Buy
Current: 54.080
Low
55.00
Averages
72.79
High
97.00
Current: 54.080
Low
55.00
Averages
72.79
High
97.00
About JEF
Jefferies Financial Group Inc. is a global, full-service investment banking and capital markets company. The Company provides financial advisory, equity underwriting and debt underwriting services. Its business segments include Investment Banking and Capital Markets and Asset Management. The Investment Banking and Capital Markets segment includes its securities, commodities, futures, and foreign exchange capital markets activities and its investment banking business, which provides underwriting and financial advisory services to clients across various industry sectors in the Americas, Europe and the Middle East, and Asia-Pacific. The Asset Management segment provides alternative investment management services to investors in the United States and overseas and generates investment income from capital invested in and managed by the Company or its affiliated asset managers. It provides mergers and acquisition, debt advisory and restructuring and private capital advisory services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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