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CAPEX THRUST
Auto ancillaries: The next few quarters may separate winners from hopefuls. 5 stocks, 3 with upside potential of up to 33%The EV shift has moved from ambition to execution. And for auto ancillaries, the next phase may decide who was genuinely preparing for the ...- Is capex growth in Budget at 10% or 19%? CLSA analyst explainsCLSA has reiterated its "Outperform" ratings on builders L&T, HAL, NCC, and JKIL, expecting a recovery in orders and execution in 2025 that...
- 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...
- Why fix if not broken? Budget 2024 will be more of the same; enough money to cut deficit & raise capex: Swaminathan AiyarWhen you are already doing so well, do not rock the boat? Swaminathan Aiyar says he expects that this Budget will be more of the same in pr...
- What are the key areas the government will focus on in Budget 2024? Sajjid Chinoy answersSo, given that there is still some catch up to do, given that monetary policy may be constrained, we clearly want to keep consolidating the...
- Union Budget 2024: Incentivise capex, rationalise GST rates on EVs, components make part of ACMA's Budget wishlistAuto components industry body ACMA has proposed measures to boost the auto component sector, including incentivizing capex expenditure, inc...
- FPIs increase exposure to capex theme in MayThe government has a capex plan of Rs 11.1 lakh crore for the current fiscal year compared with Rs 9.5 lakh crore in the previous year. Of ...
- View: Downing deficit, but not growthThe Indian government has aimed to reduce the fiscal deficit by lowering state fiscal deficits, allowing for the funding of private sector ...
- Modi govt's capex thrust key during Budget as pvt investment is still weak: Ex-NITI VC KumarFormer NITI Aayog vice chairman Rajiv Kumar emphasized the Indian government's need to prioritize capital expenditure in the upcoming inter...
- Indian economy poised to grow at 6.5-6.7% in FY24: CII PresidentIndia's economy is expected to grow at 6.5-6.7% in the current year, according to newly-appointed CII President R Dinesh. He also stated th...
- ETMarkets Fund Manager Talk: Budget likely to give thrust on capex cycle revival: Pankaj Murarka, Renaissance InvestmentOver the last 2 years, the government has given significant thrust on ‘Make in India’ via measures like the PLI scheme and corporate tax cu...
- Mid-sized private banks increase competition for deposits: Ind-RaThe report pointed out that banks like IDFC First and Bandhan have strongly outpaced their larger peers in deposit growth year on year whic...
- Where to look for leadership in Indian market? Shibani Sircar Kurian explains“The key is valuations, given that we have been such a huge outperformance. Relative valuations are extremely stretched and from that persp...
- Pre-Budget Talks: India Inc urges FM to focus on boosting growth, consumptionFicci asked the government to continue the thrust laid on capex, which had aided a quick recovery from the Covid impact. A strong thrust on...
- Budget 2022: Govt strikes balance between conflicting goalsWhat stands out is the capex strategy of the government which could manifest as India’s formula to sustainable growth
- Govt spending it right misses out on demand push: Anand RadhakrishnanDespite state elections being just around the corner and a palpable need to be seen as pro-consumer and poor, the Union Budget 2022-23 mana...
- CD Equisearch maintains ‘accumulate’ on Supreme Industries, target price Rs 1,615Shares of Supreme Industries closed at Rs 1,389, down 0.3%.
- Railways' capex thrust a very positive development: Sachin Shah, Emkay Investment Managers"The Railway minister's capex plan for the next five year is quite large-scale. And he is not talking without basis. He also has his resour...
- Bullish on Railway-linked stocks: Gaurav Mehta, Ambit CapitalCapital expenditure in railways will be a big thrust area and lot of private players will be able to participate in this entire railways, s...
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