ICICI Securities has suggested 19 stock ideas to invest in realty and capex themes, citing a broad-based upcycle in the area as one driver. The brokerage predicted the end of the interest rate hike cycle would trigger further investment and that a recent expenditure push by the Indian government had fuelled real estate investments. It cited data indicating that household investments in real estate had contributed hugely to the post-pandemic economic rebound alongside strong aggregate sales. The report also noted robust real estate absorption, with resilient real estate prices driving absorption, and a trend towards robust real estate demand by households.
Rupee ends in the green on likely central bank support
The Indian rupee weakened to 87.53 against the dollar on Friday, despite likely RBI intervention, capping a turbulent week marked by new US tariffs. Portfolio
August 2, 2025