New Delhi, April 30 (IANS) India is likely to see an incremental cumulative capex of $800 billion over the next five years across defence, data centres and energy transition due to the Middle East conflict and its investment‑rate will touch 37.5 per cent of GDP in FY2030, a report said on Wednesday.The report from Morgan Stanley said about 60 per cent of the incremental capex is likely to be allocated to energy transition, data centres and defence.”In this context, we remain constructive on In…
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New Delhi, April 10 (IANS) United States Ambassador to India Sergio Gor on Friday said he had a “productive interaction” with US Secretary of State Wright and Foreign Secretary Vikram Misri in New Delhi, focusing on the future of US‑India energy cooperation. The meeting comes in the backdrop of India’s historic passage of the Sustainable and Holistic Advancement of Nuclear Technology and Infrastructure (SHANTI) Bill, which paves the way for expanded civil nuclear collaboration.Ambassador…
New Delhi, Feb 4 (IANS) The Union Budget 2026–27 strengthened medium-term earnings visibility for sectors aligned with public capex and policy priorities, even though earnings recovery will take time, a report said on Wednesday.The report from small case managers said the Budget opened “actionable opportunities across defence ecosystems, manufacturing‑linked businesses, logistics, select auto and ancillaries, energy‑transition themes and innovation‑led pharmaceuticals.”The report said sh…