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.
Gold rises but investors stay cautious about ‘hawkish’ Fed tone
Gold prices saw a slight uptick on Tuesday, despite a minor dip in expectations for U.S. interest rate cuts. Investors are cautiously awaiting the Federal
December 9, 2025