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BUDGET 2026 CAPEX
Mega merger incoming: Should you buy PFC, REC shares ahead of merger? Here's what analysts sayPFC and REC shares are under scrutiny as a mega merger progresses. Analysts advise a staggered approach to buying, highlighting that the tr...
JP Morgan warns of FY27 earnings risk, says Nifty can fall to 20,500 in bear caseJP Morgan has cautioned that India’s FY27 earnings face significant risks from an extended energy and logistics shock linked to the Middle ...
Mutual funds cut technology sector exposure to 8-year low in April. Is AI disruption reshaping sentiment?Mutual funds have significantly reduced their technology sector exposure to an eight-year low, driven by concerns over AI disruption, slowi...
Shadowfax eyes 30% growth in FY27, bets big on dark stores, Qcommerce pushThe logistics startup plans to increase its dark store count to 100 from 15 currently in FY27 as it scales what it describes as "vertical q...
ETMarkets PMS Talk | From Rs 1 crore to Rs 85 crore in 24 years - the power of high-conviction investing, says Alok AgarwalAlchemy Capital Management's Alok Agarwal highlights how a high-conviction, benchmark-agnostic approach has yielded extraordinary long-term...
Railway utilised 98 pc capex by Feb-end; trains to dominate flights in new corridors: VaishnawIndian Railways achieved 98 percent budget utilization for FY26. New high-speed corridors will significantly cut travel times, making train...
Spicier than jhalmuri: The Rs 1.7 lakh crore fiscal bite hidden in state election resultsWhat looked like a light-hearted campaign moment during PM Narendra Modi’s West Bengal trail has now turned into a major fiscal concern aft...
Why Motilal Oswal’s BFSI fund is betting big on capital market ecosystem: Prateek Agarwal of Motilal Oswal AMCPrateek Agarwal of Motilal Oswal AMC highlights a shift in financial sector growth from traditional banking to capital markets like AMCs, b...
Cement demand to be healthy in Q1FY27E; Likely to hit profitability despite price hikes: NuvamaIndian cement demand is set for a strong start in the first quarter of FY27. Government infrastructure spending is driving growth. However,...
Indian officials see Iran war oil shock as disruptive as CovidIndia is drawing on its Covid-era playbook to cushion the economic blow from the Iran war, with officials warning the disruption to energy ...
Centre may rejig spending to meet FY27 fiscal deficit targetThe Indian government is looking at shifting its spending priorities. This is to manage new expenditure needs arising from supply chain iss...
South Central Railway Zone earmarks Rs 13,000 crore for infra upgradesSouth Central Railway Zone plans a significant capital expenditure of over Rs 13,000 crore for the fiscal year 2026-27. This budget will fo...
Big Tech giants to spend more on capex than payouts in 2026 amid AI boom: HSBCHSBC predicts big tech companies will boost capital expenditure as AI enters a "megacycle." Despite market concerns, these firms are expect...
Lok Sabha passes Finance Bill 2026–27, advancing government’s fiscal plansThe Finance Bill has been passed by the Lok Sabha. This marks a key step for the Central Government's financial plans for 2026-2027. The bi...
Finance Minister Nirmala Sitharaman tables Finance Bill 2026 in Lok SabhaFinance Minister Nirmala Sitharaman presented the Finance Bill, 2026, in the Lok Sabha. This bill enacts the government's financial plans f...
Union Budget 2026: EY urges for defence boost & 4% fiscal deficit aim for FY27India Budget: EY suggests the upcoming Budget should boost capital expenditure, focusing on advanced tech like AI, space, and robotics, alo...
Budget 2026: Capex to get 10-15% boost as private sector remains cautiousUnion Budget 2026: The government plans a significant boost to capital expenditure in the upcoming Budget. Experts anticipate a 10-15 perce...