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    Capex Cycle

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    • Chart of the Day | Industrial credit offtake remains challenging for banks

      Good cash flows in most front-rung companies and a vibrant equity market resulted in decline in industrial credit offtake

    • Capex cycle in India not yet on durable, self-sustaining path: Nomura

      The size of new investment projects announced remains low by historical standards, wrote the economists

    • Earnings should pick up in two quarters, market looks 'constructive', says Madhu Kela

      MK Ventures' Madhu Kela believes the recent fall has helped in the consolidation phase, and the stock market is extrapolating weak earnings of previous two quarters for the rest of the year, which should revive.

    • Rethink PE ratio valuation for high capex sectors like cement, specialty chemicals: Kotak analysts

      Kotak analysts recommend reassessing this valuation method in these high capex sectors since earnings do not translate well into free cashflow or dividends

    • As Jefferies draw up capex theme, L&T, Thermax, Polycab, KEI shine as good bets

    • Nine high conviction investment themes that will make you money in 2023

    • Waning input cost pressure, rising investments herald upturn in capex cycle: RBI article

    • Is the Indian economy on the cusp of a new capex cycle?

    • Will macro headwinds dampen animal spirits in the domestic investment cycle?

    • Story in charts | How did investment intentions do in the second quarter?

    • Private sector capex cycle recovery still looks dodgy

    • Moneycontrol Pro Panorama | How to revive the stalled private capex engine?

    • Govt’s infra focus can aid capex recovery, fiscal support key

    • Govt’s infra push to benefit construction sector first and capital goods later

    • Why the government’s infrastructure targets are a pipe dream

    • India Inc and capex cycle recovery: Cautious but hopeful

    • India’s capex cycle: Will the pain end soon or do we have a long wait ahead?

    • RBI status quo disappoints demonetisation-hit India Inc

    • Banks to deliver good growth in FY19; underweight on IT: BofAML

    • Big returns come from panic levels which are missing: S Naren

    • Focus on domestic businesses than IT firms in India: JP Morgan

    • Rural growth to stay slack; bearish FMCG, 2-wheelers: CLSA

    • Dec rate cut clarion call seen; FY15 GDP at 5.1%: JP Morgan

    • Go for IT, FMCG; banks to stay under pressure: Anand Rathi

      IT, some pharma and FMCG companies that are not ruling at exotic premium could be the safe havens for investors. Given the way the market is behaving, it would be preferable to stay with liquid stocks

    • RBI may cut CRR by 0.25%, but no cut in repo : BoA-ML

      Despite some public sector banks responding to finance minister P Chidambaram's call to cut base rate, tight liquidity remains a constraint.

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