With balance sheets of corporates being strong, combined with utilisation levels inching towards optimum levels, the capex cycle revival is expected to lead to a strong boost in orders for industrial and capital goods companies. This combined with China plus one strategy and Europe plus one story emerging, the narrative of India transitioning towards upping its manufacturing presence on a global level only strengthens, said Nitasha Shankar, PRS – Head Research, Yes Securities.
ETMarkets Smart Talk | Wealth creation sees new highs in FY25, tier-2 cities drive growth: JM Financial’s Anuj Kapoor
There is a significant focus on global diversification using Liberalised Remittance Scheme (LRS), Overseas Portfolio Investment (OPI)/ Overseas Direct Investment (ODI) route and integration of
April 9, 2025