While the capex cycle has been moving well in sectors like railways, road and other infrastructure sectors for some years. In sectors like cement, chemicals, pharma which are driven by the private sector, indications of capital spending on adding capacities, what is commonly called private sector capex coming back are visible. One industry which benefits from this capex would be the capital goods sector, but one has to be very careful in choosing the stock as the word “capital goods stocks” is prone to getting misinterpreted.
Warren Buffett’s 7 golden rules for young investors trying to manage finances
Warren Buffett shares seven essential financial lessons for young investors, emphasising frugal living, eliminating high-interest debt, long-term investing, understanding businesses, maintaining cash reserves and portfolio
November 10, 2026