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…
