Searched for
BUDGET CAPEX THEME
ETMarkets Smart Talk | Defence and electrification are multi-year structural themes for India: Prateek AgrawalGeopolitical shifts and the drive for self-reliance are creating long-term investment opportunities in India's defence and electrification ...- 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 ...
- 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...
- Defence mutual funds surge up to 25% in a month. Should you invest now or wait for a correction?Defence mutual funds have surged up to 25% in a month, driven by geopolitical tensions. Experts advise against chasing this sharp rally, ci...
- India finds $800 billion silver lining as conflict clouds gatherWith an eye on the future, India is set to welcome a massive $800 billion wave of capital investment over the upcoming five years. The curr...
- War preparedness: Why India must spend smarter, not just moreIndia's journey towards a modernized defense sector is fraught with obstacles. While military budgets are on the rise, the country's over-d...
- Budget Day stocks: 10 picks for your watchlist & why analysts suggest a buy-on-dips strategyInvestors are watching the Union Budget for fiscal consolidation and growth spending. Analysts recommend buying quality stocks on dips, esp...
- FIIs returning, DIIs rotating: Sunil Subramaniam says mid & smallcaps poised for a comebackSunil Subramaniam sees a shift in market leadership, with DIIs poised to rotate toward midcaps, smallcaps, and lagging sectors. FIIs may ac...
- Budget measures to bring about a widespread cyclical recovery; expect start of easing cycle from monetary policy: Upasana ChachraUpasana Chachra, Chief India Economist at Morgan Stanley, lauds the Union Budget for balancing consumption, fiscal consolidation, and capex...
- 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...
- Budget 2025 has given a signal that govt cares for the middle class, for consumption: Hiren VedHiren Ved, Director & CIO of Alchemy Capital, highlights the ongoing significance of India's manufacturing story, and how the recent Budget...
- Budget bang on target with growth push, fiscal discipline: Nilesh ShahThere was a visible shift in tilt towards supporting consumption through lower taxes on middle class households, relative to the public cap...
- Wind changing from capex related themes towards consumption related theme: Ravi DharamshiRavi Dharamshi of ValueQuest Investment Advisors highlights real wages below pre-COVID levels and the necessity of supporting consumers in ...
- Pre-Budget hype drives PSU sectors, but challenges persist: Ajay BaggaSo, I would not get carried away by today's move. We will have to wait and watch for follow-on moves. But it is a very important state.
- Budget 2024: Expecting incremental shift towards RevEx & continued thrust on capex: Ravi DharamshiRavi Dharamshi expects the Budget to stress revenue expenditure, capex, rural distress, PM Awas Yojana, energy transition, and private sect...
- Budget stocks to buy: Keep these 30 PSU and other Modi stocks on your watchlistSitharaman’s Budget focuses on capex sectors, defense indigenisation, renewable energy, and rail modernization. Sensex saw 5.7% average pos...
- Fund Manager Talk | Sensex @ 81,000: Time to think contrarian, sector rotation likely, says Nimesh ChandanThe budget is likely to maintain its fiscal consolidation and borrowing targets, as per the announcement made in the Interim budget in Febr...
- Budget will continue to focus on capex and manufacturing: Ravi DharamshiSo I think that will remain but the burden needs to shift from central government to state government and private sector on continuing with...
- Budget Day Stock Ideas: Analysts keeping an eye on these countersBrokerage firm Axis Securities is positive on stocks like Maruti Suzuki, Minda Corp, Polycab India, Canfin Homes, SBI Life, KNR Constructio...
- BofA sees well-rounded Budget, picks L&T, NTPC and 12 other stocksBofA Securities said higher capex could be achieved from potential large disinvestments of about $33 billion and a likely subsidy cut, main...
Load More
