Apex Frozen Foods Limited
NSE: APEX | Information Technology
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Tara Chand InfraLogistic Solutions Limited
Tara Chand InfraLogistic Solutions Limited has informed the Exchange about General Updates on Capex Expenditure. |SUBJECT: General Updates
Read Full Analysis →Maha Rashtra Apex Corporation Limited
Maha Rashtra Apex Corporation Limited has informed the Exchange about Certificate under SEBI (Depositories and Participants) Regulations, 2018 |SUBJECT: Certificate under SEBI (Depositories and Participants) Regulations, 2018
Read Full Analysis →Apex Ecotech Limited
Structure Digital Certificate |SUBJECT: Structural Digital Database
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The surprising reason India's most expensive stocks often keep rising
Indian stocks defy logic, with expensive companies consistently outperforming. This trend, observed over 15 years, sees sectors like defence and retail surge despite high valuations, driven by structural shifts and strong earnings. Jefferies highlights the power sector as the next potential beneficiary, citing strong demand and private sector capex. Investors should remain aware of potential reversals if growth falters.
Read Full Analysis →Tata Group-Owned IHCL To Invest Rs 6,000-7,500 Crore In Capex Over 5 Years: Chandrasekaran
He also shared that the flagship luxury property Taj Bandstand will span 50 floors and have 500 rooms, involving a capex of around Rs 2,000 crore.
Read Full Analysis →JSW Infra Secures Rs 7,503 Crore Through QIP For Multi-Year Capex
JSW Infrastructure said the proceeds will fund growth plans, while the transaction also helped broaden its institutional shareholder base.
Read Full Analysis →After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade
After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade
Read Full Analysis →IT growth vectors "clearly missing"; EV capex pullback hits ER&D players: Mayuresh Joshi
India's IT and ER&D sectors are navigating a structural slowdown, with EV capex cuts impacting companies like KPIT. Near-term macro risks, including geopolitical tensions and inflation, cloud the outlook. Metals face price pressure from increased supply, though low inventories offer future potential. Kotak's Standard Chartered deal appears fairly priced, but execution is key. Mid-sized private banks, however, present a stronger opportunity, while broking stocks face RBI headwinds.
Read Full Analysis →IGV Investors: Watch Oracle’s Free Cash Flow as the Real Test of AI Capex Economics
IGV Investors: Watch Oracle’s Free Cash Flow as the Real Test of AI Capex Economics
Read Full Analysis →The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chips
DBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, infrastructure and data centres. The bank expects AI spending, sovereign AI investments and rising power demand to create new investment opportunities while reshaping portfolio allocation amid persistent inflation and geopolitical risks.
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