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UNION BUDGET CAPEX
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...04 May, 2026, 09.00 AM 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
- Union Budget 2026: EY urges for defence boost & 4% fiscal deficit aim for FY27India Budget: EY suggests the upcoming Budget should boost capital expenditure, focusing on advanced tech like AI, space, and robotics, alo...28 Jan, 2026, 03.38 PM IST
- 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...14 Jan, 2026, 03.46 PM IST
- Will Budget revive capex stocks? What defence, rail and infra investors should watchThe Union Budget on February 1 is shaping up as a litmus test for the capex trade, which has slowed over the past year. With fiscal discipl...14 Jan, 2026, 11.18 AM IST
- Capex hike or consumption boost in Budget 2025? 5 things Nifty bulls expect from Nirmala SitharamanFinance Minister Nirmala Sitharaman presents the Union Budget 2025 on February 1, with expectations to hike capex, boost consumption via ta...30 Jan, 2025, 09.55 AM IST
- Union Budget 2025 to prioritise growth with focus on CAPEX, infrastructure, and social welfare: Axis SecuritiesIndia Budget: The upcoming Union Budget aims to drive economic growth through increased capital expenditure on infrastructure, defence, and...20 Jan, 2025, 04.04 PM IST
- Budget 2024: Budget raises capex target by 11.1% to Rs 11.11 lakh crore to steer India’s economy to third largest spotFinance Minister Nirmala Sitharaman proposes to raise capex target by 11.1% to Rs. 11.11 lakh crore for next fiscal year to boost demand an...01 Feb, 2024, 04.59 PM IST
- Budget 2024: No major moves in budget; capex to normalise, fiscal deficit at 5.3% in FY25, say economistsInterim Budget 2024: “…major policy changes and announcements are unlikely. ICRA expects fiscal deficit target for FY25 to be set at 5.3% o...01 Feb, 2024, 07.36 AM IST
- Budget 2024: Govt likely to maintain capex momentum in FY25Union budget 2024: The government is expected to continue prioritizing capital expenditure, particularly in the infrastructure sector, in t...29 Jan, 2024, 01.49 PM IST
- How Budget 2023 numbers make a whole lot of sense, making it a good, dependable exerciseThey have raised effective capital expenditure for 2023-24 by 30% to Rs 13,70,949 cr— a size that was never allocated earlier. Will this be...08 Feb, 2023, 11.33 PM IST
- Budget: Balancing growth priorities with fiscal consolidationThe thrust laid on capital expenditure with an increase in outlay by over 33% to ₹10 lakh crore will enable India to continue its growth mo...04 Feb, 2023, 11.00 PM IST
- Centre to tap brakes on capex growth, key subsidies this Budget, says new pollPrime Minister Narendra Modi's government has more than doubled capital spending since fiscal 2019/20 in a bid to make India a more attract...23 Jan, 2023, 10.47 AM IST
- Stocks attracting govt capex and PLI incentives to outperform in run-up to Budget, says Sonam Srivastava of Wright Research"The Budget is expected to maintain its focus on domestic manufacturing revival and PLI schemes for labour-intensive sectors. Most importan...17 Jan, 2023, 04.42 PM IST
- Budget 2023 expectations: FM likely to focus on boosting capex, creating jobsThere are ideas floating on the streamlining of long-term capital gains tax across all asset classes. We expect this Budget to change long ...17 Jan, 2023, 03.35 PM IST
- Union Budget hopes for private sector capex revival: Will it fructify?Overall, the Budget gambit hinges crucially on hopes of improved traction in India’s private sector, quick revival in private capex, pick u...03 Feb, 2022, 01.14 PM IST
- 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.02 Feb, 2022, 01.08 AM IST
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