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.
FPI exodus in four months of 2026 surpasses all of last year
Foreign investors have sold Indian stocks worth over ₹1.8 lakh crore in 2026. This outflow exceeds 2025’s total. A weak rupee, high oil prices, and
April 30, 2026