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Business sentiment: CII-BCI rises for third straight quarter to 66.5; firms upbeat on demand, capex outlook

Professionals collaborate amidst a vibrant cityscape during golden hour, symbolizing economic prosperity and dynamic urban expansion. CII’s Business Confidence Index (BCI) climbed to a five-quarter high of 66.5 in the third quarter of FY26, marking the third consecutive quarterly rise and reflecting optimism around demand, profitability and investment conditions, the industry body said on Sunday.Domestic…

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Budget 2026: State leaders meet with FM Nirmala Sitharaman for pre-Budget talks; ask for GST compensation, more capex support

Budget to presented on February 1 (Image credit: IANS) State leaders met with finance minister Nirmala Sitharaman on Saturday for pre-budget discussions, where they reportedly asked for increased financial support for capital investments and compensation for GST revenue losses. The states also asked for more funding for urban and rural development, housing programs, and disaster…

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India Equity Strategy 2026: Capex revival likely to gain momentum; defence, capital goods, infrastructure set to benefit

India’s capital expenditure upcycle is showing early but credible signs of revival, with several investment-linked sectors likely to benefit over the next two to three years, according to Antique Stock Broking’s India Equity Strategy 2026. Improving macroeconomic conditions, policy support and rising private and household investment are laying the groundwork for a broader capex recovery.As…

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Railway stocks rebound: IRCTC and Jupiter Wagons lead gains; Budget capex hopes lift stocks

Shares of several railway-linked companies surged in afternoon trade on December 22, as stock-specific triggers and rising pre-Budget expectations sparked fresh buying interest across the sector.Jupiter Wagons, IRCTC, RailTel and RVNL were among the top gainers, with some stocks rising as much as 15%, according to an ET report. The rally comes just over a…

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Investment focus: CII pitches reforms for Budget 2026-27; industry body seeks capex push

The Confederation of Indian Industry (CII) has urged the Centre to adopt a wide-ranging set of reforms in the Union Budget 2026-27 to reinforce India’s investment-led growth cycle and sustain its position as one of the world’s fastest-expanding major economies, PTI reported.In a detailed submission for the upcoming Budget, CII recommended raising central capital expenditure…

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Volkswagen capex recalibration: Automaker pares 2030 investment to $186 bn; China, US headwinds grow

Volkswagen Group plans to invest €160 billion ($186 billion) through 2030, a scaled-down outlay that reflects tightening capital allocation as Europe’s largest automaker grapples with mounting pressure in its two biggest markets — China and the United States, Reuters reported.The investment figure, announced by Volkswagen CEO Oliver Blume, is part of the company’s rolling five-year…

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Capex momentum: Adani Group adds Rs 67,870 crore in new assets during H1; leverage stays below guidance despite expansion

Adani Group reported its strongest first-half performance in years, powered by record capital expenditure and higher operating earnings across its core infrastructure portfolio. The conglomerate added Rs 67,870 crore of gross assets in the first six months of FY26, taking its total asset base to Rs 6.77 lakh crore, and said it remains on track…

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