BEL, HAL to Bharat Dynamics: Defence stocks heat up amid US-Venezuela conflict. Should you buy before Budget 2026? by Live mint | January 8, 2026 2:11 pm | Indian Stocks, Market, News As geopolitical tensions rise with the US’s aggressive stance towards Venezuela, defence stocks are gaining traction in India. Experts suggest a focus on long-term growth as the government prepares to increase defence allocations in Budget 2026.