AI-driven chip demand fuels semiconductor ‘super cycle’; memory s

Artificial intelligence (AI)-led demand is driving a strong upcycle in the semiconductor industry, with memory chips...

India’s private capex moderates 2.8% to Rs 11.9 lakh crore in FY2

India’s private capital expenditure (capex) cycle moderated in FY26 after touching a record high in the previous...

India’s equities outlook remains constructive as reflation

The base case remains one of reflation and inflation, with equities expected to benefit from earnings and flows...

India's capex cycle to strengthen as investments seen rising

India's capital expenditure (capex) cycle is expected to strengthen further over the coming quarters, led by a...

India’s power utilities to double down on capex, leverage to peak

India's power utilities are entering a "different current" of aggressive capacity buildout, said Equirus, in a...

AI capex cycle likely to end with market pushback, not spending c

The AI investment cycle is most likely to end not because US hyperscalers cut spending, but because markets start...

Private sector reposing faith in economy, capex cycle reviving

In an exclusive interview with ANI, Chandra said the PNB has witnessed a sharp rise in corporate loan sanctions...

Indian steelmakers to begin multi-year capex cycle

Indian steelmakers are set to enter a multi-year investment cycle as the country targets expanding its steel-making...

Energy price shocks may slow down economic recovery but inflation

Surging energy costs and weak capital inflows may slow down economic recovery, fuelling inflation pressures, says a...

Tech giants ramp up AI spending, but returns remain uncertain: Je

The report, titled "The mother of all capex cycles", highlights that AI-related capital expenditure by major US tech...

Energy security to drive multi-year capex cycle in India

India's energy security push is evolving into a structural, policy-driven investment theme that will underpin a...

India’s power transmission sector to see INR 9 trillion capex pus

The report said "the transmission and distribution (T&D) value chain... continues to benefit from a robust capex...