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India's economic boom feels like 2003-07: Morgan Stanley

India's current world-beating economic growth rate on the back of an investment boom resembles that…

PTI   


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India on the brink of witnessing a 2003-08 kind of capex push but challenges remain

India's markets are hitting new highs every day, and the government is hoping that this will lead t…

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Investments in real estate, government capex to drive India’s investment cycle in FY24

India’s investments will continue to be driven by household investment in real estate and governmen…

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Capex cycle to touch ₹21 lakh crore in FY23, but there's a catch

Listed private companies’ capex, driven by capital intensive industries, nudged up to ₹7 lakh cr…

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India on the cusp of the post-Covid capex boom, say analysts

The much-awaited capex cycle recovery could finally be around the corner. Analysts say factors like…

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NDA is likely to return in 2024, investors may remain bullish on capex recovery sectors

tional Democratic Alliance (NDA) is most likely to return to power in 2024, according to a report b…

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1 min read

AI-focused tech giants are entering a 'virtuous cycle' of spending that will see their profits explode, BofA says

"Increased power usage and the physical build-out of data centers will lead to more demand for elec…

Matthew Fox   


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RIL’s fourth capex cycle will unwind with $60 billion value creation, says Morgan Stanley

Reliance has always gone big – and every capex cycle it undertakes is bigger and ‘newer’ than the l…

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PSU banks near all time high as analysts expect a rerun of 2004-05 corporate capex cycle

Public sector banks are among the top performers on the stock exchanges with valuations reaching al…

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Adani group’s refinancing needs are relatively low in near term: Jefferies

The Jefferies equity research report on the Adani group states that the conglomerate has a consolid…

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Budget for the Amrit Kaal: Powered by capex, rooted in fiscal consolidation

Finance minister Nirmala Sitharaman’s Budget 2023 has set the tone for the Indian economy’s longer-…

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Bankers say private capex will take one more year to revive

Banking industry's lobby grouping Indian Banks Association's chairman A K Goel said the increased c…

PTI   


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6 mins read

The 100-bagger stocks that survived the test of time and market cycles over 20 years

While multibagger stocks are those that gave 100% returns in one year — 100 bagger stocks are those…

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For 2nd time after 1988-94, Sensex on track for 7th successive year of gains

If things do not go substantially southwards for the closing days of 2022, Indian bellwether equity…

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4 mins read

Indian economy to outpace world average growth in 2023 – Can it duck global headwinds?

Capex revival and increased infrastructure spending by the government are likely to be among the ke…

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Stocks in the construction and industrial sectors are set to soar as a 'red hot capex cycle' kicks in, Morgan Stanley says

The bank highlighted three underlying trends driving long-term capex: "near-shoring" supply chains …

Ethan Wu   


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Airtel expects capex intensity to come down from FY25, telco deploys team to look into use cases of Artificial Intelligence

Bharti Airtel's wireless capex is slated to come down in FY25 as 5G rollouts are likely to get done…

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L&T reports ₹2,553 crore Q3 net profit, sees boost from major private capex investments

Construction and engineering behemoth Larsen & Toubro (L&T) on Monday reported a consolidated net p…

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4 mins read

Indian economy projected to grow between 6-6.8% in FY24; private capex necessary for job creation: Economic Survey 2023

The pre-budget Economic Survey 2023 released on Tuesday projects India’s gross domestic product (GD…

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2 mins read

Kotak Mahindra AMC launches new fund – will invest across economic cycles

Kotak Mahindra Asset Management Company has announced a new fund offer – Kotak Business Cycle Fund,…