Capex
Mint Quick Edit | India’s investment uptick—an all-engine economic growth run in the making?
Last quarter’s gross fixed capital formation data suggests a boom-level 35% of GDP may be within reach. That’s heartening. Now let’s watch for signs of private investment outpacing the fiscal kind. Here’s why it matters.
1 min read2 Sep 2026Nifty 50 needs 8% returns to reclaim peak; mid-caps narrow gap: What it means for investors
Large-, mid- and small-cap indices are at different stages of recovery from their previous peaks. While Nifty Midcap 150 is almost back to its record high, Nifty 50 has a wider gap to close. A study highlights how past corrections have shaped recovery timelines.
3 min read12 Aug 2026How the economy’s next phase of growth will be driven by broad-based capital expenditure
What began with government support for infrastructure is now broadening into energy, defence, manufacturing and tech. If execution remains strong and economic reforms continue, here's what India can expect for its economy.
4 min read21 Jun 2026Finance expert Aswath Damodaran's warning on AI crash: 'When the correction comes, the pain will be more intense'
NYU professor Aswath Damodaran has warned that a future AI market correction could be far more damaging than the dot-com crash, as today's AI boom is being fuelled by massive debt-funded infrastructure spending
2 min read20 Jun 2026Centre’s domestic financing nearly doubles to ₹3.6 trillion in April, easing capital spending pressure
Strong small savings inflows and residual domestic financing provide a cushion for the government's FY27 spending, reducing its reliance on market borrowings.
3 min read2 Jun 2026Meta shares slump 10%, hit two-week low as AI spending concerns overshadow Q1 beat
Meta shares dropped 10.3% to $600, its largest decline in six months, amid fears that AI investments may not yield quick returns. The company reported Q1 sales of $56.3 billion but faced concerns about rising costs and declining user engagement.
2 min read30 Apr 2026India to incentivize wafer, ingot manufacturing with upfront capex support: MNRE secy
The MNRE's new strategy aims to boost domestic production of wafers, ingots, and polysilicon, addressing gaps in previous incentive schemes. This move is crucial for India's ambitious green energy targets.
5 min read26 Feb 2026Hitachi Energy, ABB India to Astral: 10 capital goods stocks gain 10–33% in 2026. Do you own any?
The capital goods sector, led by Hitachi Energy and Apar Industries, is experiencing strong growth in 2026 due to improved investor sentiment, government spending, and favorable trade conditions. Analysts project continued strength amid healthy ordering trends and margin improvements.
2 min read23 Feb 2026Budget 2026: BSNL allocation jumps over 300% to ₹28,473 crore; telecom outlay up 38%
The finance ministry has also proposed to increase the outlay for the telecom ministry to ₹73,990 crore, mainly due to a significant rise in capital infusion for state-run telecom firm BSNL.
2 min read1 Feb 2026Budget 2026: Fiscal deficit to tax reliefs — 10 key things to watch in this year's Union Budget
Budget 2026: All eyes are now on Nirmala Sitharaman's budget speech as the country awaits the announcement of the biggest financial event of the year. From fiscal deficit to tax reliefs — 10 key things people should watch out for.
5 min read1 Feb 2026Wait for it…
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