India's capex boom is different this time and not dependent on one sector: TCG AMC

India's capital expenditure boom shows broad resilience across defense and energy sectors. Growth is sustained by multiple structural drivers, not just one trend. Earnings growth is expected to lead future investment returns significantly. The power transmission and distribution theme offers long-term potential for growth. Stock selection remains key for favorable risk-reward opportunities today.

Raccontata daeconomictimes.indiatimes.com