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Defense and space stocks at the $1.5T budget pivot: 35 names across 6 layers, 3 portfolios — June 2026 guide for Indian investors

Honest stock-by-stock guide to defense and space for Indian residents. 35 names organized by what the Trump FY27 $1.5T budget, Golden Dome, NATO 5% pledge, and the Iran war actually rewarded. Three portfolios.