Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
Sign in with Google. Opens in new tab
bullish
India Financials
Capex Tracker: Private and central capex strong, states fall behind
Thematic (Sector/Industry)
377 Views
16 May 2025 11:53
Broker
Top capex plays (HSIE coverage): Cummins India, Siemens, SRF, L&T, Maruti, Mahindra & Mahindra, Apollo Hospitals, JSPL, NTPC, and Power-Grid.
What is covered in the Full Insight:
Introduction
Private Capex Analysis
Central Capex Analysis
State Capex Analysis
Capex Plays and Conclusion
SUMMARY
(Sign Up to Access)
Full Insight
(Paid Plans Only, 13-minute read)
Related Insights
More »
Loading
Trending Collections
More »
Loading
Trending Insights
More »
A/H Premium Tracker (To 27 June 2025): "Beautiful Skew" Continues as SB Buys, AH Premia Fall Back
HKBN (1310 HK): China Mobile Inches Closer Toward Precondition Satisfaction
HEC ChangJiang Pharma (1558 HK): Finally a Vote, but the Offer Value Is Wrapped in Uncertainty
Global Markets Tactical Outlook: Week of June 30 – July 4
(Mostly) Asia-Pac M&A: Santos, PointsBet, New World Resources, SmartPay, SBI Sumishin Net Bank, Humm
Top Unpaywalled Insights
More »
[IO Technicals 2025/26] Bearish Momentum Intensifies
"The Data Bottleneck in Quant Finance — and How to Break It" With David Forino, CTO of Quanted
The New OS for Quant Finance: OpenBB, AI Agents & the Death of Legacy Terminals | New Barbarians ...
Curator's Cut: Building Materials Moves, Benchmarking Gold Miners & Semaglutide in India and Japan
Overview# 29- The Hard-Asset Reset: Buying the Pullback in Commodities
Discussions
(Paid Plans Only)
Insight Stream
Capex Tracker: Private and central capex strong, states fall behind
16 May 2025
Top
For Institutional Investors and Financial Services
For Corporate IR and Strategy
For Private Wealth Intermediaries
Pricing
Who We Are
Careers
FAQs
Research Provider Solutions
Syndicate your Publications
Request a Free Trial
Avail a Transition Account
Guest Posts on Smartkarma
Other Enquiries
Join TL;DR Community
Free Weekly Newsletters
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.53.6
x