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.
Asian stocks advance as Fed’s rate cut lifts mood
Asian markets followed Wall Street higher after the US Federal Reserve lowered interest rates. Fed Chair Jerome Powell indicated confidence in the US economy’s future.
December 11, 2025