Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower, calls Vertiv her top pick, citing its strong ...
It has been five years since the Centre raised the capex—from 2.1% of GDP in FY21 to 3.1% in FY26—in an attempt to boost the ...
It has been five years since the Centre raised the capex—from 2.1% of GDP in FY21 to 3.1% in FY26—in an attempt to boost the ...
In September 2025, Indian equity indices saw a modest recovery in with "BSE Sensex and NSE Nifty up 0.6%/0.8%" respectively, ...
MANILA ELECTRIC CO. (Meralco) plans to install a 1,500-circuit-kilometer (km) underground cable system within its franchise area as part of its capital expenditure (capex) program through 2030 to ...
13don MSN
Is the AI party over? Continued capex suggests tons of activity, but a bubble is still forming
Kirk Yang from Kirkland Capital assesses the artificial intelligence market: is there a bubble, is there a slowdown, and is ...
The Print on MSNOpinion
Capital spending is up—but the quality of Modi govt’s capex surge raises tough questions
Two possible reasons could have caused the rise in the share of loans and advances in the Centre’s capex plan.
S&P 500 cash spending is expected to rise 11% in 2026 to a record $4.4 trillion, driven by a surge in capital expenditure ...
Sanjeev Prasad, managing director and co-head, Kotak Institutional Equities, believes consumption demand could taper off ...
In aggregate, conglomerates account for about one-third of India’s profits and around 34–35% of total market capitalisation, ...
Wall Street is getting wary on AI capex spending and Morgan Stanley’s wealth unit is urging clients to beware, and sell small-cap stocks for one.
Mercer International's valuation appears attractive if a cyclical recovery occurs. Read here to know if MERC stock is a smart ...
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