Government and household spending are currently fueling infrastructure growth, while private capital expenditure remains sluggish due to low capacity utilization and policy uncertainty. Infrastructure providers linked to government projects in power, defence, and railways are expected to thrive. The focus should be on import substitution to boost domestic production, as large-scale private investment is still pending.
Oil shock from Iran war raises risks for India’s stock market
Escalating Middle East tensions are poised to further weaken Indian equities, with strategists warning of underperformance against global peers. Higher oil prices, driven by the
March 4, 2026