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EFFECTIVE CAPEX ANALYSIS
Oil near $100, gold plateaus, AI fuels a global capex boom: Hitesh Jain on what investors need to knowHitesh Jain of Yes Securities outlines a market of ambiguity for crude oil, caught between geopolitical tensions and potential easing. He c...22 May, 2026, 09.27 AM IST- $100 crude & 95 rupee: Why Arvind Kothari is still buying these 5 emerging themes despite the warDespite economic headwinds, Niveshaay's Arvind Kothari sees opportunity in market dips, doubling down on high-conviction themes like electr...09 May, 2026, 06.46 PM IST
- India's Rs 11.2 trillion distribution capex to anchor smart metering shift towards outcomes: Central Electricity AuthorityIndia's power distribution sector is undergoing a massive Rs 11.2 trillion transformation by 2035. Smart metering is shifting focus to meas...06 May, 2026, 07.32 PM IST
- For investors with long-term perspective: 5 mid-cap stocks from different sectors with upside potential of up to 30%Even before the US-Israel-Iran war began, there was a sort of readjustment taking place in the mid-cap segment – a kind of valuation readju...28 Apr, 2026, 11.46 AM IST
- India must identify key chokepoints, mitigate both supply & price risks: EAC-PM Chairman S Mahendra DevThe unrest in West Asia highlights India's urgent need for improved risk management strategies. This is a crucial time for India to pinpoin...27 Apr, 2026, 12.22 AM IST
- ET Prime Special Series: Multibagger or Bankrupt – Part 55: This old-economy giant helped power India’s past. Its big test lies aheadSome companies face disruption at the level of products. Others face it at the level of technology. That is what makes this story more comp...22 Apr, 2026, 08.42 PM IST
- Earnings vs signals: Q4 results may matter more than they lookThe March quarter earnings season arrives at an inflection point, with stable numbers masking underlying economic shifts. Escalation of the...15 Apr, 2026, 03.59 PM IST
- ETMarkets Smart Talk| Financials, consumer discretionary, metals to drive FY27 growth: Rahul BhuskuteDespite a volatile start to FY27 driven by geopolitical risks, oil price swings, and rate uncertainty, the outlook for Indian equities rema...14 Apr, 2026, 12.27 PM IST
- Will the coming earnings season(s) ring in more trouble for India Inc and investors?When a large, diversified group with exposure across autos, IT, hotels, retail, consumer, industrials, aviation, and infrastructure starts ...06 Apr, 2026, 03.19 PM IST
- Where does the capex focus lie in Union Budget 2026?Headline capex understates the Union Budget’s infrastructure push. Adjusting for equity infusions, state and private spending, and extra-bu...07 Feb, 2026, 09.28 PM IST
- Budget & the Stock Market: What the government’s Capital Expenditure tells equity investors about the sectors to targetThe number that hogs the headline when the Union Budget is presented is, of course, the fiscal deficit. But once the headlines fade, the ma...22 Jan, 2026, 10.58 PM IST
- Budget & the Stock Market: Why the government’s Total Expenditure figure has the power to move the stock indicesIn the overall Union Budget, the Total Expenditure figure is an important pillar, representing the government's entire spending plan for a ...22 Jan, 2026, 11.19 AM IST
- States to miss capex targets this fiscal on fall in revenue, other factors: ReportTo maintain their Budget estimates, 21 states -- whose capex and other macro data is available -- will have to ensure that the capex run ru...26 Nov, 2023, 12.38 PM IST
- India at cusp of new private capex cycle; UP, Gujarat, Maharashtra, Odisha bagging most investments: ReportAfter analysing official data from 2005 to 2022, India Ratings and Research said Uttar Pradesh, Gujarat and Maharashtra continue to dominat...31 Aug, 2023, 06.27 PM IST
- PLI scheme can generate Rs 35-40 tn incremental revenue in 5 yrs: ReportThe production-linked incentive (PLI) scheme that seeks to push domestic manufacturing in as many as 14 sectors has the potential to genera...09 Mar, 2021, 11.42 PM IST
- Here’s how to use cash flow ratios to place your betsWhile the analysis of income and profit, and assets and liabilities is important and receives due attention, the analysis of how the compan...16 Sep, 2016, 04.15 PM IST
- Public capex helping growth vibes, no sign of pickup in private investmentHSBC Global Research in a note said while public investment grew at a record 21 per cent Y-o-Y in FY16, private investment contracted at a ...28 Jul, 2016, 12.57 PM IST
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