CAPITAL EXPENDITURE TRENDS INDIA
India Inc. is profitable. So why isn’t it investing?
Indian companies are making record profits, but they are not investing in new factories or infrastructure. This is creating fewer jobs and increasing inequality. Unlike China, which invests heavily, Indian businesses are hesitant. This trend risks trapping India in scarcity. Leaders must decide on a path towards mass affluence now.
Investing abroad? These 7 costly mistakes could trigger an income tax notice
Wealthy Indians are investing more abroad. However, they must understand the rules to avoid trouble. Mistakes like misusing investment routes or not reporting properly can attract govt attention. Experts advise caution and adherence to regulations for safe global diversification. Staying informed is key for compliant overseas investments.
Remittances, services surplus lift India to $4.7 billion current account surplus in April
India achieved a significant current account surplus of $4.7 billion in April. This positive shift was driven by robust inward remittance flows. The services sector also contributed to the surplus. However, higher imports, particularly crude oil, led to a merchandise deficit. Foreign portfolio investors withdrew funds amid global conflicts, impacting the capital account.
Monarch Networth says Nifty can hit 28,000 in 2026, picks three top stocks
Monarch Networth Capital expects Nifty to reach 27,000-28,000 in 2026, driven by earnings recovery, capex growth and lower interest rates. The brokerage favours banking, telecom and IT sectors, while seeing opportunities in select midcap and smallcap stocks including SBI, HFCL and Hindustan Copper.
Anil Agarwal bets $20 billion on aluminium, steel, and zinc, and says Vedanta is only getting started
Vedanta Group Chairman Anil Agarwal announced a $20 billion capital expenditure plan over three years, aiming to triple group businesses. The ambitious expansion targets aluminium, steel, power, and zinc, driven by strong demand and raw material backing. Agarwal emphasized building for India's growth, not consolidating, with steel identified as a key new frontier.
Focus on structural trends, ignore market noise: Hiren Ved
Markets react quickly to news, but Hiren Ved of Alchemy Capital Management advises focusing on reality over narratives. He highlights a global capital expenditure supercycle and India's hidden AI opportunity. Earnings fears may be overstated as businesses adapt. Investors need patience and conviction to navigate market volatility and identify enduring trends for success.
- Go To Page 1
DBS optimistic about India’s long-term structural growth: Chief says country must invest in talent; focus on wealth space
DBS Bank's CEO views India as a significant long-term growth opportunity. The nation can benefit from the AI-driven demand for hardware. However, India must invest in its people and education to seize this potential. DBS remains committed to India, increasing investments in wealth management and client connectivity. The bank sees strong future prospects for the country.
AI euphoria to end? Chris Wood warns mega IPOs, bond pressures may trigger tech correction
Jefferies strategist Christopher Wood has warned that the AI-driven stock rally may face a near-term correction amid rising bond yields, crowded positioning and upcoming mega IPOs. While AI spending remains strong, concerns over valuations, liquidity shifts and uncertain returns suggest increased volatility in global technology stocks.
India's productivity gap with China widens despite strong GDP growth; manufacturing leap still missing: Report
India's labour productivity gap with China has widened significantly since 2000, despite strong economic growth. The country has yet to achieve an industry-led productivity transformation seen in peers like China and South Korea. Structural constraints, economic disruptions, and the pandemic have hampered progress, with a need for deeper reforms beyond current initiatives.
GST@9: Building a more seamless, certainty-driven input tax credit framework
A more balanced and predictable approach can help safeguard revenue, reduce disputes, enhance taxpayer confidence, and create a more efficient GST ecosystem for businesses.
ETtech Deals Digest: Startups raise $225 million in second week of June, up 22% on-year
Startups secured $225 million in funding across 19 rounds during the second week of June, a 22% year-on-year increase. Hygenco Green Energies led deal activity with a $105 million round for green hydrogen projects.
Quote of the day by Arthur Zeikel: "Investors must appreciate that, while there is a pattern to events, no pattern is perpetual. The more widely held the belief in the persistence of a current trend, the less likely it is to continue"
Arthur Zeikel’s quote underscores the impermanence of market trends and the risks of consensus thinking. The piece explains how investor psychology, crowded trades, and stretched valuations often precede reversals, drawing lessons from historical cycles while emphasising adaptability, independent thinking, and caution when market confidence becomes excessive.
The conviction in India continues to be very high: Citi's Achintya Mangla
India is a significant market for Citi, with growth expected in AI, energy, and data-center infrastructure. Foreign investors are currently cautious, questioning India's position in the global AI race and seeking improvements in ease of doing business. Despite short-term volatility, long-term conviction in India remains strong, supported by favorable demographics and growing manufacturing.
Japanese investors are looking beyond China... India is key alternative: Tsutomu Takemura, Senior MD, Nomura
India is increasingly becoming a long-term structural investment destination rather than a short-term strategic bet. Global capital is moving toward markets that offer domestic demand, policy stability, and supply-chain relevance, and India offers all three, says Tsutomu Takemura, senior managing director and global head of investment banking at Nomura.
India's strong growth keeps state finances stable despite deficits, rising debt: S&P
India's robust economic expansion is shielding state finances from worsening. Despite ongoing spending needs and revenue gaps, strong growth is boosting revenues. This expansion is expected to keep credit risks manageable. State governments are crucial for development, handling significant public expenditure.
US stocks: Oracle shares tumbles 12% as hefty AI spending, debt plans spook investors
Oracle faced a sharp decline in stock prices on Thursday, triggering alarms among investors who are anxious about the company’s escalating debt and spending in the competitive AI infrastructure sector. Engaging in large-scale data center partnerships with industry titans like OpenAI and Meta, Oracle aims to position itself against formidable competitors like Amazon and Microsoft.
India Inc remains bullish on FY27; Telecom, defence, banking seen driving growth: Report
Indian businesses are optimistic about FY27. Telecom, defence, metals, and banking are set for growth. Companies expect demand to remain strong and are confident in managing rising costs. AI is boosting telecom infrastructure. Defence manufacturing continues its strong run. Power and capital goods sectors show a favorable outlook. Consumer spending and premiumization will drive growth.
UHM Vacation shares list at 25% discount to IPO price on BSE SME platform
UHM Vacation Listing: UHM Vacation shares debuted on the BSE SME platform at a significant 25% discount to its IPO price, listing at Rs 132.80. The travel services aggregator's Rs 36.02 crore IPO saw modest investor demand, with retail investors showing the most interest. The company plans to use the IPO proceeds for capital expenditure and marketing.
Oracle's AI spending blows past estimates, raising worries over growing debt
Oracle, which has major deals to build data centers for customers such as Meta Platforms and OpenAI, is working to position itself as a major rival to cloud leaders such as Amazon. com and Microsoft.
Physicswallah is ‘class’ apart, says DAM Capital after initiating with Buy rating. 3 reasons why
DAM Capital has initiated coverage on PhysicsWallah with a Buy rating, calling the ed-tech firm ‘a class apart’ and highlighting strong growth drivers. Brokerage cites low customer acquisition cost, a scalable online business, and expanding offline centres as key positives, expecting sustained revenue growth and improving profitability over coming years.
To win the deep-tech race, India needs ‘General Innovation Rules’
India is launching ambitious science initiatives. However, current financial rules designed for conventional procurement hinder R&D. A new 'General Innovation Rules' regime is proposed. This will adopt a portfolio approach for high-risk research. It will redefine public benefit to include private actors. Milestone-based disbursements and multi-year commitments will be key. This aims to boost India's deep-tech R&D race.
India eyes more FDI, speed up divestment, asset monetisation as economy faces external risks
India's government is set to accelerate reforms, focusing on attracting foreign investment and divesting assets. This strategy aims to maintain economic growth despite rising fuel and fertilizer import costs. Domestic consumption remains strong, providing a buffer against external challenges. The government is also working to deepen capital markets and attract long-term foreign capital.
CRISIL's Dharmakirti Joshi gives India a 7 out of 10 on growth durability; says private capex has the money but not the will
India's economic growth remains strong and durable. Corporate India possesses robust financial health but lacks the confidence to invest. New-economy sectors are attracting private capital due to clear demand. Energy prices are the single most important indicator to monitor for the economy's future performance. This outlook suggests continued economic progress.
India scrapping tax for foreign investors in govt bonds aimed at inclusion in Bloomberg index, govt official says
India has removed capital gains tax on foreign investments in government bonds. This move aims to help India join Bloomberg's Global Aggregate Index. Meanwhile, the fertiliser ministry is requesting more subsidy funds. This is due to rising global prices influenced by the U.S.-Israeli conflict with Iran.
Buy, Sell or Hold: Elara Capital initiates buy on Bharti Airtel; Goldman Sachs has buy rating on Indigo
Brokerages remained positive on select telecom, aviation and banking largecaps despite near-term macro uncertainties. Elara Capital initiated coverage on Bharti Airtel, Bharti Hexacom and Indus Towers, citing rising data consumption, improving ARPU and stronger cash flows. Goldman Sachs retained a bullish view on InterGlobe Aviation, expecting resilient yields and international expansion to support earnings, while JM Financial maintained a Buy on SBI, backed by its retail franchise and stable medium-term return profile.
Capital markets becoming a core avenue for household savings: Sebi chief Tuhin Kanta Pandey
Sebi Chairman Tuhin Kanta Pandey said capital markets are becoming a key avenue for household savings and wealth creation, supported by rising investor participation and strong fund inflows. Equity issuances crossed Rs 4.5 lakh crore and corporate bond issuances exceeded Rs 9 lakh crore in FY26, reflecting market growth.
India can regain 7% growth by FY28: Chief Economic Advisor V Anantha Nageswaran
India's Chief Economic Advisor V Anantha Nageswaran stated the nation can achieve over 7% growth this fiscal year, driven by policy measures and structural reforms. This projection hinges on a return to pre-February 28 global conditions, as the Iran war has caused economic turmoil.
Consumption demand faces risk from global headwinds, parliamentary panel informed
Indian officials have warned that consumption demand might face challenges due to global economic pressures. However, strong service exports and foreign exchange reserves are expected to provide a buffer against external shocks. While inflation and currency volatility are concerns, India's economy is showing resilience. Government spending is increasing, but private investment needs a boost.
Load More
