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Capex Cycle

Chart of the Day | Industrial credit offtake remains challenging for banks
Capex cycle in India not yet on durable, self-sustaining path: Nomura
Earnings should pick up in two quarters, market looks 'constructive', says Madhu Kela
Rethink PE ratio valuation for high capex sectors like cement, specialty chemicals: Kotak analysts
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
RBI may cut CRR by 0.25%, but no cut in repo : BoA-ML

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Capex Cycle

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

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

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

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

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

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