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GDP PERCENTAGE CAPEX
Losing money in Nifty? 8 beaten-down largecap stocks see promoters increase stake in 2026Promoters raised stakes in eight Nifty largecaps despite stock declines in 2026, with Jio Financial, Bharti Airtel and Reliance among the c...
Jefferies’ Chris Wood sees a structural bear market in US bonds. What it means for stocks and goldJefferies has warned that persistent pressure on US Treasury yields could create a challenging environment for equity markets, particularly...
ETMarkets Smart Talk | AI infrastructure, not just AI software, will drive India's next wealth cycle: Amit JoshiFrom data centres and power transmission to manufacturing and the energy transition, these sectors are emerging as the real enablers of the...
ETMarkets NRI Talk | Allocate 25-35% of your global portfolio to India for long term wealth creation: Pradeep GuptaFPIs pulled out a record ~$18 billion (₹1.7 lakh crore) that year. 2026 has been worse, rupee returns are down 10% from the year's high, an...
India's debt-to-GDP ratio moderates to 58.2% in FY26: RSIndia's debt-to-GDP ratio moderated to 58.2 percent in FY26, showing improved fiscal health. The government's interest payments have declin...
Parliament Watch: E-filing portal scales up as ITR rush peaks, LTCG mop-up jumps 79% to ₹1.29 lakh cr in AY26 & moreThe income tax e-filing portal has been upgraded to handle increased filings. Revenue from long-term capital gains rose significantly in as...
Christopher Wood warns of AI fatigue. Why Jefferies is turning to India and ChinaChristopher Wood of Jefferies warns that the AI trade is showing signs of fatigue as investors seek cheaper value opportunities. With India...
Despite tax short-fall, Govt on track to meet fiscal deficit and CAPEX targets: PwC IndiaIndia's government is set to achieve its fiscal deficit and capital expenditure goals. Strong non-tax revenues and early spending are suppo...
General govt capex-to-GDP likely to stay around 5% in FY26, lower than FY25P and FY24 peak: ReportGeneral government capital spending is projected at 5 percent of GDP in FY26. This figure is slightly lower than FY25 estimates and signifi...
Post Budget allocation: Investing more on consumption across three-four sub-themes, says Ajay VoraAjay Vora, EVP at Nuvama Asset Management, highlights that the Union Budget 2025's focus on consumption will drive private capex. Governmen...
Is capex growth in Budget at 10% or 19%? CLSA analyst explainsCLSA has reiterated its "Outperform" ratings on builders L&T, HAL, NCC, and JKIL, expecting a recovery in orders and execution in 2025 that...
Budget, RBI policy to steer India's economic growth in next 10 days: UBIUnion Budget 2025: Over the next 10 days, India's economy will be shaped by the Union Budget announcement and the RBI's Monetary Policy Com...
India’s FY26 fiscal deficit to range between 4.4-4.6% of GDP, say economistsIndia is expected to target a fiscal deficit of 4.4-4.6% of GDP for FY26, with projections from Goldman Sachs and Standard Chartered. Direc...
India’s fiscal deficit to fall 19 bps below target: Ind-RaIndia's fiscal deficit is projected at 4.75% of GDP in 2024-25, 19 basis points lower than budgeted, due to fiscal discipline and slower ec...
India's capex cycle to continue: Morgan StanleyMorgan Stanley predicts India's capital expenditure cycle will continue, driven by government spending and a revival in private investment....
Union Budget 2023 recap: Modi government's record capex push & its impact on Indian economyUnion Budget 2023: India's Finance Minister, Nirmala Sitharaman, announced a robust capex push to stimulate economic growth, allocating ove...
Interim Budget may target 5.3% fiscal deficit for FY25: Ind-RaBudget 2024: India Ratings and Research (Ind-Ra) stated that the government aims to achieve a fiscal deficit to GDP ratio of 5.3% in FY25. ...
Budget 2024: Govt will meet fiscal deficit target in FY24, follow fiscal consolidation path for next year: Goldman Sachs“If spending remains muted in the current quarter, the deficit may end up at 5.8% of GDP,” the global investment bank said, noting that rec...
200 bps rate hike by Q3, inflation, weak capex negatives to growth: Nomura“Near-term growth should be supported by continued normalisation as services catch up and due to lagged effects of easy monetary policy and...
Rising COVID cases early hints of 4th wave; will not impact growth in near-term: Nomura"Near-term growth should be supported by continued normalisation as services catch up and due to lagged effects of easy monetary policy and...