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The Economic Times

Markets / The Economic Times

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Defence stocks are the only clear buy right now: Andrew Freris

Economist Andrew Freris advises investors to shift focus from oil to defence stocks following the US strike on Iran. He argues that oil price spikes will be muted due to Iran's small production share and a strong US naval deterrent, while defence companies are poised for significant growth amid rising global military conflict.

2 Mar 2026 10:22 am