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    Capex Revival

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    • Capex outlook improves post-elections as government, private sectors gear up for H2 FY25 rebound

      With the elections now behind, the government is expected to refocus on spending. Meanwhile, private capex may have already seen some early indicators of an impending pick up.

    • Rising electricity deficit rekindles revival hopes for BHEL

      The stock has gained 82 percent in the last one year after languishing for much of the past decade

    • Capital goods firms in comfort zone on domestic capex revival

      Continued private sector capex revival in last few quarters is reflected in better order flows for capital goods firms. Will global risks, weak rupee and rising interest rates play spoilsport?

    • So what if capacity utilisation is rising?

    • Best to stay with pharma, IT, consumer stocks now: Religare

      Given the amount of foreign funds that Japan has attracted year-to-date, the market should have not been totally surprised by the fall seen on Thursday.

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