News

Real Estate

Why Consumption Trumps Capex in Current Market Conditions: JPMorgan's Rajiv Batra's Insights

Rajiv Batra, Head of Asia & Co-Head of Global Emerging Markets Equity Strategy at JPMorgan, discusses the shift towards domestic demand in India and other emerging markets. The focus is on consumption over capital expenditure, driven by fiscal policies supporting consumption. The portfolio is overweight on financials, consumer staples, discretionary (excluding auto), healthcare, power, defence, and real estate, while being underweight on IT, pharma, and auto.

Real Estate

KEC International: Analysts Raise Target Price Amid Cautious Outlook

Analysts from Nomura and Nuvama Institutional Equities have raised their target prices on KEC International, but remain cautious about the company's near-term performance following its Q4FY25 results.

Real Estate

Joon Realty Invests Rs 1,125 Crore in Luxury Real Estate Development

Joon Realty announces a Rs 1,125 crore capex to diversify into luxury real estate development across tier 1, 2, and 3 cities in India over the next three years.

Real Estate

5 Indian Stocks with Major CAPEX Plans to Watch in 2024

In the dynamic economic landscape, five Indian companies are making significant investments to scale their operations. Discover the stocks with CAPEX plans ranging from Rs. 325 crore to Rs. 1,500 crore and their potential impact on the market.

Real Estate

5 Indian Stocks with Major CAPEX Plans to Watch in 2024

In the dynamic economic landscape, five Indian companies are making significant investments to scale their operations. Discover the stocks with CAPEX plans ranging from Rs. 325 crore to Rs. 1,500 crore and their potential impact on the market.

Real Estate

5 Key Indian Stocks with Massive CAPEX Plans Up to ₹1,500 Crore

Five prominent Indian companies are making significant investments with CAPEX plans ranging up to ₹1,500 crore. From real estate to healthcare and power transmission, these companies are poised for robust growth and market expansion. Discover the details and potential impact of their strategic investments.

Real Estate

Aditya Birla Group Sells Uttarakhand Paper Unit to ITC for Rs 3,498 Crore, Shifts Focus to Real Estate

The Aditya Birla Group has offloaded its paper unit in Uttarakhand to ITC for Rs 3,498 crore, marking a strategic shift towards high-capex sectors like real estate and paints.

Real Estate

Nifty Trading at 7% Discount to 5-Year Averages: Real Estate and Private Capex Recovery Drive Growth

The Nifty index is currently trading at a 7% discount to its 5-year averages, with a supportive real estate cycle and private capex recovery serving as key positives. This article explores the factors contributing to this trend and what it means for inves

Real Estate

Cement Industry Sees Revival with Volume Growth, Stable Demand, and Price Hikes

The Indian cement sector is experiencing a revival, driven by robust volume growth, stable demand, and recent price hikes. Industry experts predict a strong growth rate of 7-8% CAGR over FY25E-27E, fueled by positive demand fundamentals and structural cha

real estate news

India's Capex Wanes: Q3 Sees Slower Investment Pace

The construction and real estate sectors witnessed a significant decline in new project announcements, while manufacturing showed mixed results.

Real Estate

Capex Trends in India: Slower Pace of Investment in Q3

The construction and real estate sectors are facing a significant decline in new project announcements, while manufacturing and other sectors show mixed performance.

Real Estate

Capex Trends in India: Slower Pace of Investment in Q3

The construction and real estate sectors are facing a significant decline in new project announcements, while manufacturing and other sectors show mixed performance.

real estate news

India's Capex Wanes: Q3 Sees Slower Investment Pace

The construction and real estate sectors witnessed a significant decline in new project announcements, while manufacturing showed mixed results.

Real Estate Maharashtra

Maharashtra's Capex and Infrastructure Growth: Insights from Experts

Mahesh Vyas, MD & CEO of CMIE, Anil Yadav, Director of Investor Relations at IRB Infrastructure, and Rajashree Murkute, Senior Director at CareEdge Ratings, discuss the robust infrastructure and capex growth in Maharashtra despite political challenges.

Real Estate Maharashtra

Maharashtra's Capex Impact: How Welfare Schemes Affect Infrastructure and Real Estate

The recent election in Maharashtra has raised concerns about the state's capital expenditure (capex) plans, particularly in the infrastructure and real estate sectors. Lofty welfare promises could lead to a fiscal deficit, impacting key industries.

real estate news

India's Market Resilience: A Key Positive for Foreign Investors

Christopher Wood, Global Head of Equity Strategy at Jefferies, discusses the implications of the US Federal Reserve's 50 bps rate cut on India's market and the potential for foreign investors to increase their positions in the country.

Real Estate

Private Sector Capex Drives India's Market Boom: Chris Wood

Chris Wood, Jefferies, shares his views on the Indian market, private sector capex, and the real estate cycle.

Real Estate

Why Corporates Are Shifting from Capex to Opex in Real Estate

John Thomas, Managing Director, Assets Xperts explains the benefits of the increasing trend amongst corporates of shifting from Capex to an Opex model in real estate.

real estate news

Why Corporates are Shifting from Capex to Opex in Real Estate

In a rapidly evolving landscape, corporates are reexamining their capex in real estate to preserve cash and maintain operational efficiencies.

real estate news

Vinati Organics Stock May Plummet 42%: Analysts Cite Disappointing Q1 Results and Intensifying Competition

Shares of Vinati Organics traded in a tight range on Tuesday, with analysts predicting a sharp decline of over 40% due to disappointing Q1 results and increasing competition in the specialty chemical market.