In the Union Budget 2025-26, the government has kept its total capex outlay at Rs 11.2 lakh crore, largely unchanged from the FY25 budgeted estimates. However, the capex for FY25 has been revised downward to Rs 10.2 lakh crore. The allocation for key sectors such as Railways (Rs 2.5 lakh crore) and Roads (Rs 2.7 lakh crore) remained flat compared to the revised estimate for FY25.
Why FIIs are dumping bluechips to hunt small & midcaps
Foreign institutional investors are shifting their focus from India’s top blue-chip stocks to a wider array of mid- and small-cap companies. This strategic repositioning is