GOVT CAPEX

The Congress party criticized the Modi government for allowing three major private telecom companies—Reliance Jio, Bharti Airtel, and Vodafone Idea—to increase mobile service tariffs, accusing them of profiteering from 109 crore users. Congress lead...

As per the analysis, operating margin could moderate 80-100 basis points to 12-13% in fiscal 2025 as the market scenario continues to be highly competitive and exports remain sluggish.

Ahead of major defining events, market participants steadily build positions. Now once the event crystalizes all participants move in a herd for the exit all at once which causes these gyrations and spikes in the volatility index (up 24% on the elec...

The One District One Product (ODOP) scheme has made a big difference in many industrial segments across UP, and it has also been a significant catalyst for the country's economic growth, according to Alok Kumar, Principal Secretary, MSME and Export ...

The allocation has changed only slightly with key portfolios remaining with the Modi 2.0 ministers. The allocation also indicates the Modi government might not be as susceptible to pressure from allies as many expect.

​This time when the verdict is less strong and there are relatively more doubts whether there is going to be some dilution on the policy path as compared to being unequivocally focused on capex, I think there is even more reason we could be towards ...

The 2024 Lok Sabha elections deliver a fractured mandate, influencing economic reform outlook. Experts recommend focusing on public capex and high-tech sectors for growth. Tanvee Gupta Jain predicts fiscal leeway for populist spending, supported by ...

​I would say that valuations that are concerned and whoever is getting into the market right now should also clearly take that into account. Because once you start losing the support of valuations, then obviously you are taking that much more of a r...

R Sivakumar shares insights on the government budget, interest rate regime, and investment strategies in light of RBI's dividend and market optimism. Sivakumar says the bond markets have not run away and that implies markets are going to wait for th...

Sitharaman said the share of capex in overall expenditure went up to over 21% in 2023-24 as against just 12% in 2013-14 during the UPA regime, when infrastructure development remained grossly neglected.

RBI's draft guidelines propose increased provisioning for infrastructure projects under construction, potentially impacting India's capital expenditure momentum. Banks fear higher provisions could elevate interest rates, delay projects, and stress l...

"The major reasons cited for India's growth prospects in FY25 include robust public investment/ capex push by the government, sustained growth in business and consumer confidence, and strong services sector, among others," industry body PHDCCI said ...

ICRA's latest report highlighted India Inc's credit profile in the 2023-24 fiscal year, citing domestic consumption demand and infrastructure spending as key supports. Despite challenges like rising borrowing costs and global events, rating upgrades...

The official said the collections under various small savings scheme remain healthy this fiscal and will be in sync with the revised estimate. The net mop-up for senior citizens breached ₹90,000 crore as of end-January this fiscal, way above that of...

Naveen Kulkarni says, PSUs and Capex-oriented sectors are likely to benefit the most from Budget 2024. PSUs will see lesser supply from the government, and consistent growth in government capex will drive an uptick in capex-oriented sectors. There w...

The number that caught the attention of not only analysts but various numerologists as well was the capital expenditure number which was Rs 11.11 lakh crore for FY24-25. The angel number 1111 carries profound significance and guidance. It is believe...

Former NITI Aayog vice chairman Rajiv Kumar emphasized the Indian government's need to prioritize capital expenditure in the upcoming interim budget to bridge the infrastructure gap and boost the economy. He expects continued focus on investment and...

Union budget 2024: The government is expected to continue prioritizing capital expenditure, particularly in the infrastructure sector, in the upcoming Budget to drive economic growth. The government has allocated a record high of Rs 10 lakh crore fo...

Niranjan Gupta, CEO of Hero Motors, believes interest rates have already peaked and will likely start to decrease in a few quarters. Confidence in the rural economy has been returning since the last festive season, and government capex and welfare p...