Equity 2026: Capex revival likely to gain momentum; defence, infrastructure set to benefit
India's capital expenditure is showing promising signs of recovery, with defence, capital goods, and manufacturing sectors poised for significant growth over the next few years. Improved economic conditions and policy support are driving this revival. Foreign investors may also return in 2026 as corporate earnings are projected to re-accelerate, offering attractive investment opportunities.
India's capital expenditure is showing promising signs of recovery, with defence, capital goods, and manufacturing sectors poised for significant growth over the next few years. Improved economic conditions and policy support are driving this revival. Foreign investors may also return in 2026 as corporate earnings are projected to re-accelerate, offering attractive investment opportunities.
