April 30, 2025April 30, 2025 According to a survey by the Ministry of Statistics, private sector capex is expected to drop by 25% in FY26. Private firms plan to spend Rs 4.88 lakh crore in FY26, down from Rs 6.56 lakh crore in the previous…
The Union Budget 2025 signaled a fundamental shift in India’s economic strategy, positioning consumption as the primary engine of growth while setting realistic capital expenditure targets. This change suggests that investors may need to ride the consumption wave, which could also mean moving away from the traditionally favored capex-heavy sectors. Finance Minister Sitharaman announced a…
Public Sector Undertakings (PSU) have seen their market capitalisation jump by 4% over the last 24 months and now comprise 15% of India’s total market capitalisation according to a Yes Securities note. Additionally, the number of PSU companies in the top 200 companies by market cap has risen to 39, with 12 new entries in…
Adani Power, a part of the Adani Group companies, has rallied over 200% in a year and picked up momentum in the run-up to the Lok Sabha election outcome in anticipation of continuity of reforms. “If the current government retains majority, as exit polls suggest, it adds wings to the strong sector outlook,” Jefferies said…