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BUDGET PRIVATE CAPEX
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 ...- China escaped middle income trap but India still stuck in it; 4 economists debate if 6.5% growth is enough for Viksit BharatIndia's economic growth rate is robust, but experts caution it may not be sufficient for significant wealth creation. A key concern is the ...
- 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...
- 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...
- 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...
- Nifty’s 2 pillars now facing structural headwinds: Ravi Dharamshi's warning on IT & consumptionHis warning carries weight. ValueQuest has been quietly repositioning for months by moving capital away from consumption-oriented exposures...
- Govt awarded 172 oil & gas blocks in 10 years, but negligible output brings policy and execution into focusIndia's ambitious oil and gas policy has failed to boost domestic production. Despite billions invested and extensive exploration, only one...
- Govt plans to stick to budgeted capex, exit non-strategic areasIndia plans to keep its capital spending high in FY27 to support economic growth. Officials stated the government will continue its planned...
- 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 ...
- India Inc pulls back a bit from Gulf as cracks widen across operationsIndian consumer companies are scaling back West Asian operations due to steep losses and a fivefold surge in container costs amid the US-Is...
- 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...
- India’s world-beating GDP growth can’t sustain over time unless FM Sitharaman fixes this in the Union BudgetBudget 2024 and Private Investment | Private consumption and investment are key concerns for Finance Minister Nirmala Sitharaman ahead of t...
- Expert view on Budget FY25: Private sector will have to step up capex to maintain growth momentumAn 11.1% increase in capital expenditure, announced by the finance minister Nirmala Sitharamn on Thursday, is below than expectation but ex...
- Government likely to curb spending from its pocket, open door for private investments: GSGoldman Sachs predicts that India's government will reduce its investment spending in the future to control the budget deficit, allowing th...
- Why it’s time for private capex to come backRecord levels of order flows have been witnessed for all major infrastructure players with the govt’s increasing focus on Gati Shakti schem...
- Budget may need to dole out tax incentives for capex boost by private sectorUnion Budget 2023: While there are some signs of capex revival by the private sector, it is skewed in favour of a few sectors and a few big...
- View: On Budget 2022, it's now over to the statesThe direction of change was unmistakable in Budget 2022. The stars are well aligned. It is now for the states to take up the challenge.
- Union Budget 2022: Capex to push pedals of virtuous cycleCapital spend hiked 35.4% to Rs 7.5 lakh cr; states to get Rs 1 lakh cr of interest-free bonds.
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