Selected Tag: capex
Selected Tag: capex

India Inc’s H2 Optimism Meets Relentless Data Headwinds

Analysts expect a sharp revival, but earnings, demand indicators and trade dynamics continue to signal caution in an economy still struggling for momentum.

Dhananjay Sinha

November 21, 2025 at 7:59 AM IST

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India’s Growth Story Meets Its Consumption Wall

Tax breaks lift demand for now, but slowing income, weak investment, and US tariffs threaten to sap India’s growth momentum.

Shilpashree Venkatesh

October 4, 2025 at 12:54 PM IST

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Private Capex Is Faltering, And Global Fragmentation May Be To Blame

India’s first forward-looking capex survey shows a sharp fall in 2025-26 plans, exposing demand worries and rising global trade uncertainty.

Dhananjay Sinha

April 30, 2025 at 5:26 AM IST

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India’s Policy Shift, Capex Push Power Growth Recovery, Says Morgan Stanley

India’s recovery gains traction as capex surges, monetary easing kicks in, and services exports stay strong. Policy shifts will shape the next phase.

BasisPoint Insight

March 14, 2025 at 5:25 AM IST

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