The fiscal tilt towards capex benefits companies in investment-related sectors like capital goods, defence equipment, engineering & construction and metal & mining. The planned cut in revenue expenditure will weigh on companies in consumption sectors like FMCG, consumer durables and retail.
The P-75 index, a subset of BSE 500 stocks, has severely underperformed the broader market across time horizons
The earlier government was blamed for non-performance, the current one will be rightfully blamed for mismanagement
© 2026 Rediff.com - Investor Information - Advertise with us - Disclaimer - Privacy Policy - Sitemap - Feedback - About us - Terms of use - Grievances