Narendra Modi - Buzzberg

Date	Ticker	Direction	Thesis	Source
Feb 17, 2026	SAFRY /EADSY	LONG	Modi announces the inauguration of a helicopter assembly line in India to produce high-altitude helicopters (capable of reaching Mount Everest). This specific capability refers to the Airbus H125 (formerly AS350 B3), which holds the world altitude record. This manufacturing partnership (Tata-Airbus) directly benefits Airbus (EADSY) through technology transfer and sales, and Safran (SAFRY), which supplies the Arriel 2D engines for the H125. This solidifies their dominance in the Indian defense and civil aviation market. LONG French aerospace leaders expanding industrial footprints in India. Execution delays in the "Make in India" manufacturing setup or geopolitical shifts.	Bloomberg Markets Modi Meets Macron, Hails India-France Helicop...
Feb 17, 2026	INDA	LONG	"Inauguration of helicopter assembly line is one such bright example of our partnership." The establishment of advanced aerospace manufacturing on Indian soil signals successful Foreign Direct Investment (FDI) and industrial upgrading. This strengthens the "Make in India" narrative and boosts the broader industrial/defense sector within the Indian economy. LONG India as a beneficiary of supply chain diversification and high-tech manufacturing transfers. Bureaucratic hurdles or regulatory changes in India.	Bloomberg Markets Modi Meets Macron, Hails India-France Helicop...