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DEFENCE CAPEX UPCYCLE
Behind India's Rs 5.5 lakh crore FII selloff lies a hidden list of 84 multibagger winnersForeign institutional investors have sold Indian stocks worth Rs 5.5 lakh crore. However, a hidden list reveals 84 stocks where FIIs have a...- Commodity upcycle: Why copper and aluminium could explode in coming quarters. Should Indians invest?As the precious metals rally matures, market attention is shifting towards industrial commodities like copper and aluminium. Analysts belie...
- ETMarkets PMS Talk | A 'private equity approach' to public markets has driven our investing success for 15 years: Sameer ShahValueQuest's Sameer Shah champions a private equity approach to public markets. He focuses on deep research and conviction in identifying t...
- Where’s the Indian mutual fund sector going ahead? 6 big trends to watch out forMutual fund trends highlight a structural shift in investor preference towards mid and small caps, sectoral themes, and multi-asset funds, ...
- Sensex @ 95,000 in 9 months? Morgan Stanley's Ridham Desai says bull market comingMorgan Stanley forecasts the Sensex could reach 95,000 by December 2026, signaling a new bull market driven by India's strong growth prospe...
- AI, defence and energy transition to drive India’s next capex wave: Chetan AhyaIndia is set for a robust industrial revival, driven by a global upturn, improving exports, and strong capital expenditure. Chetan Ahya of ...
- Budget impact: What makes Morgan Stanley's Ridham Desai remain bullish on Indian stocksMorgan Stanley maintains a bullish stance on Indian equities post-Budget, citing cyclical growth support, structural reforms, capex push, a...
- 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...
- Can Rs 79,000-crore DAC boost help HAL, BEL, other defence stocks deliver in 2026?India’s Rs 79,000 crore defence procurement clearance strengthens the capital expenditure upcycle and boosts long-term order visibility for...
- Old economy sectors drive India's investment boom unlike US, position it as an AI hedge: ReportIndia's capital spending is growing strongly. Old-economy sectors are leading this growth. This makes India a safe investment choice. It of...
- Aerospace and semiconductor sector to define next market decade: Pankaj TibrewalFinancials are leading the Indian market rally, with metals poised for a comeback driven by global commodity upcycles and China's structura...
- Private sector investment expected to further improve: CEAChief Economic Advisor anticipates increased private sector investment post-Covid. Economic Survey reveals growth in diverse sectors. Gover...
- Domestic commercial vehicle industry to see 4-7 pc dip in volumes next fiscal: IcraIcra predicts a 4-7% decline in domestic CV volumes next fiscal. The industry is expected to see growth in FY24 followed by a decline in FY...
- ETMarkets Management Talk- Polycab CFO Gandharv Tongia explains why wires and cables will be top beneficiary of capex cycleIn addition to domestic demand, we are witnessing remarkable growth in our international business with sectors like Renewables, Oil and Gas...
- ETMarkets PMS Talk: Fund managed by Aniruddha Sarkar turned Rs 50 lakh into Rs 4.9 cr in over 15 yearsWe go overweight on sectors and companies which are on earnings and valuation upcycle and reduce or exit from sectors where valuations go a...
- Why Siddharth Khemka is gung-ho on capex theme & Axis Bank in 2023“Axis Bank is witnessing strong growth in the retail and mid-corporate segment along with MSMEs which should be its key growth driver. Ther...
- ‘Make in India’ push to drive flows into thematic funds in 2023The strong credit growth and a major clean-up of the balance sheet drove public sector stocks, while the government’s push to increase spen...
- India's capex cycle sets the stage for a $10 trillion economyMost of this will require a sizeably higher dose of capital investments from every constituent in the economy. Gross fixed capital formatio...
- Old economy stocks outperform D-St benchmarks with up to 20% returns in Sept quarterWith balance sheets of corporates being strong, combined with utilisation levels inching towards optimum levels, the capex cycle revival is...
- India is on the cusp of a multi-year capex upcycle: Amish Shah"Bullish on sectors more linked to investment as a theme or capex as a theme opposed to consumption, which from a stock perspective will st...
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