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BUDGET CAPEX TARGET
FIIs dump telecom for 8th straight month, outflows cross Rs 32,000 crore. Are stocks set for rebound?- Infosys, HCLTech, TCS, other IT stocks drop up to 3% as Fed rate hike worries return. Here's why
- Railway stocks: Over 2 years of correction; time to relook without bias? 7 stocks with downside to upside potential of -28% to 32%
- Will BDL, HAL & other defence stocks deliver rocketing returns? Here’s why this brokerage remains bullishIndia’s defence sector is gaining momentum on the back of rising defence spending, localisation, strong order pipelines and growing exports...04 Sep, 2026, 01.50 PM IST
- Apr-July fiscal gap touches 26.8% of full-year targetThe Centre's fiscal deficit for April-July FY27 stood at 26.8 percent of the budget estimate. This figure showed a slight decrease compared...01 Sep, 2026, 01.15 AM IST
- India's FY27 growth seen at 7-7.2% as capex, domestic demand offset global headwinds: EYIndia's real GDP growth is likely to remain resilient at 7 per cent-7.2 per cent in FY27, supported by buoyant domestic demand and continue...30 Aug, 2026, 02.50 PM IST
- Small, microcaps offer better alpha opportunities; midcaps look expensive: Equitree CIO Pawan BharaddiaIndian equities may stay supported by a resilient domestic economy, but future returns are likely to depend more on earnings growth than va...16 Aug, 2026, 10.02 AM IST
- BRICS nations need stronger frameworks to mobilise private capital at scale: Nirmala SitharamanNirmala Sitharaman urged BRICS nations to foster stability for attracting private capital. Multilateral development banks can de-risk inves...12 Aug, 2026, 06.36 PM IST
- Has Dalal Street's near term outlook improved? HSBC lists 4 headwinds, 3 tailwinds to watch out forHSBC Mutual Fund remains constructive on Indian equities, citing improving earnings, private capex, policy support and potential trade deal...10 Aug, 2026, 04.11 PM IST
- Unfazed by West Asia crisis, fiscal deficit within range at 18.2% in Q1The Centre's fiscal deficit reached 18.2% of the full-year target in the first quarter. Higher spending was offset by stronger net tax coll...01 Aug, 2026, 01.40 AM IST
- India's capex cycle to strengthen as investments seen rising to $2.2 tn by FY30: Morgan StanleyIndia's capital expenditure is projected to rise significantly by FY2030. Private sector investment is expected to accelerate, driven by do...14 Jul, 2026, 11.50 AM IST
- 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...28 Jan, 2026, 03.38 PM IST
- 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...14 Jan, 2026, 03.46 PM IST
- 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...01 Feb, 2025, 01.15 PM IST
- 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. ...23 Jul, 2024, 03.55 PM IST
- 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...02 Feb, 2024, 01.23 AM IST
- 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...01 Feb, 2024, 04.59 PM IST
- 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...01 Feb, 2024, 07.42 AM IST
- 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...02 Feb, 2023, 12.23 AM IST
- 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...02 Dec, 2021, 02.21 PM IST
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