Markets rarely move from weakness to strength in a straight line.More often, leadership transitions are preceded by extended phases of consolidation — periods where returns remain muted, participation declines, and sentiment deteriorates. The current environment reflects many of these characteristics.Broad indices have spent long stretches moving sideways.Small and micro caps
The Engine of a $5 Trillion Economy 11.11 Tn GOVT CAPEX FY25 9,142 NIP PROJECTS$1.4 Tn PIPELINE VALUE 3.1% CAPEX % OF GDP Executive Summary India is currently witnessing an infrastructure supercycle, powered by a record capital expenditure (capex) budgeted for
India’s metals and minerals industry is experiencing a remarkable transformation. With strong production growth, strategic policy reforms, and rising demand both at home and abroad, this sector is emerging as a compelling avenue for investors looking to participate in India’s economic expansion. Strong Production Momentum Over the past few years,
The global geopolitical landscape is evolving, and with it, the dynamics of defence spending and military preparedness. As investors look for robust opportunities, the Indian defence sector emerges as a promising area for strategic investments. Here’s why the Indian defence industry holds significant potential for growth and why it should
India’s infrastructure sector is at the brink of a transformative journey. With the government and private sector both committed to substantial capital expenditures (CAPEX), the potential for growth and development in this sector is unparalleled. The Bandhan Infrastructure Fund report highlights several key factors that make now the ideal time
The Indian manufacturing sector is poised for significant growth, making it an attractive investment opportunity. The convergence of favorable macroeconomic conditions, government initiatives, and a robust domestic market are setting the stage for a manufacturing renaissance in India. Here’s why investing in the Indian manufacturing sector could be a game-changer.
