Govt considering proposal to impose safeguard duty on steel imports

The Indian government is considering a 25% safeguard duty on steel imports to address concerns raised by domestic producers about rising imports, especially from China. While over 60% of imports arrive duty-free from FTA countries, the measure aims to protect domestic competitiveness. Imports have increased to 5.

Budget should see a 30% increase in infra outlay to make up for lag of this year: Vinayak Chatterjee

Vinayak Chatterjee advocates for increased infrastructure spending to boost India’s GDP. He suggests a 30% increase in the infrastructure budget, reverting to pre-FY25 levels, and highlights the higher GDP multiplier effect of infrastructure investment compared to direct benefit transfers. He also calls for public-private partnerships in social infrastructure and a reduction in the GST on […]

New capex cycle led by private sector to drive India’s economic growth: Mahesh Patil

​​What we look at generally as a template when we evaluate some of these new-age technology companies, not talking about any particular company, is whether the company has established a kind of a competitive leadership over there, whether they have got the unit economics in place and whether they have enough strong balance sheet to […]

Be selective in PSUs, cement; gung-ho on 3 steel stocks: Hemang Jani

Market expert Hemang Jani sees strong potential in select PSUs like Bharat Electronics and HAL, along with power companies such as NTPC, particularly after its recent demerger. He also favors Bajaj Finance and cement companies, citing improving pricing and consolidation. Steel counters are also viewed positively due to anticipated stimulus from China and potential rate […]