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Strong consumption keeps growth steady amid Iran war cost concernsIndia's economy shows steady growth driven by domestic demand. The West Asia conflict presents challenges like higher oil prices. The gover...- First goes the Fed dot, then guidance - and then a hike?The Federal Reserve's interest rate forecasts, known as the dot plot, might be removed. This change could signal a shift in policy under th...
- Behind the petrol pump: Why fuel retailers losing Rs 7-8 per litre need $85 crude oil to stop bleeding cashOil companies face continued losses of Rs 7-8 per litre on petrol and diesel, with a breakeven point only at crude prices of $85-87 a barre...
- 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 ...
- Tata Steel CEO TV Narendran cautiously optimistic; sees strong Q1 ahead as steel prices rise across India, UK, & EuropeTata Steel CEO TV Narendran flags multi-point cost pressure from the West Asia crisis but says the company has so far recovered most input ...
- 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...
- Big auto bets big: Carmakers line up Rs 40,000-crore capex push amid demand boomWhile Maruti Suzuki has earmarked record investments of Rs 14,000 crore in FY27 to add annual capacity for 500,000 cars, Hyundai Motor Indi...
- 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...
- CPSEs capex surges 63% in April, kick off FY27 on strong notePublic sector companies and key government bodies significantly boosted capital spending in April. This surge of 63% marks a strong start t...
- 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...
- Budget raises the bet on spending, capex target up by 10.08% to record Rs 11.21 lakh crore for FY26Union Budget: Finance Minister Nirmala Sitharaman proposes raising next fiscal year's capital expenditure to Rs. 11.21 lakh crore while cut...
- India Capex Budget: Sitharaman makes no change in the capex, target remains Rs 11.11 lakh crore for FY25 to boost infraUnion Budget 2024 Infrastructure Funds: Finance Minister Nirmala Sitharaman has proposed to maintain the capital expenditure target at Rs. ...
- View: Prudence triumphs over populism before pollsOne could argue that this is just an interim budget, and the final numbers will be different. That's not true. Our analysis of the fiscal d...
- Budget 2024: Budget raises capex target by 11.1% to Rs 11.11 lakh crore to steer India’s economy to third largest spotFinance Minister Nirmala Sitharaman proposes to raise capex target by 11.1% to Rs. 11.11 lakh crore for next fiscal year to boost demand an...
- Budget 2024: From a record high, Modi govt’s infra juggernaut is now likely to slow downBudget 2024: A year after announcing a record capital expenditure push, the Central government's allotment towards capex is likely to plung...
- Budget 2024 may be interim but investors need to watch out for these 5 thingsThe upcoming Union Budget, an interim one in an election year, is unlikely to have any "spectacular announcements" but could still have sig...
- At 23 pc spend, Andhra Pradesh leads laggards in state capex in FY23; Karnataka, Bihar cross 100 pcAs against this, in FY21, the underachievement level was a high 72 per cent, primarily due to the pandemic emergency spending, and had impr...
- Budget raises the bet on spending, capex target up by 33% to Rs 10 lakh croreUnion Budget 2023: The effective capex will be Rs. 13.7 lakh crore, forming 4.5% of GDP, Finance Minister Nirmala Sitharaman said while pre...
- Public capex turns the corner; Central spending seen jumping 12% over pre-pandemic level: ReportThe budget targets a 26 per cent increase over the revised estimates of the last fiscal and if this is met, Central Capex could outpace the...
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