India entering new CapEx cycle: economist

India entering new CapEx cycle: economist suggests defence, data centres, renewables, and semiconductors will drive growth. This shift could boost capital spending and attract FDI. Investors may pivot toward infrastructure-linked stocks and new-age sectors. Defence, data centres, renewables, semiconductors highlighted as key areas.

📊 STOCKS: | 🏢 SECTOR: CapitalMarkets | #MEDIUMIMPACT #CapEx