AI capex cycle likely to end with market pushback, not spending cuts: Jefferies

Jul 05, 2026

The AI investment cycle is most likely to end not because US hyperscalers cut spending, but because markets start pushing back against the lack...

Old economy sectors drive India's investment boom unlike US, position it as an AI hedge: Report

Dec 11, 2025

India's capital expenditure (capex) cycle is gaining strong momentum driven largely by old-economy sectors, positioning the country as a hedge against the global AI-led...

AI Investment boom raises cross-asset risks as capex cycle matures, says BCA research strategist

Oct 18, 2026

Artificial intelligence could remain a transformative technology while triggering a significant market correction if productivity gains fail to keep pace with investment, Peter Berezin,...

Strong capex cycle unfolding in Asia: Morgan Stanley

Sep 06, 2021

Mumbai (Maharashtra) [India], Sep 6 : Asia's capex trend has already moved 2 per cent above pre-Covid path, making this recovery the fastest compared...

India's power transmission infra set for Rs 9 trillion upgrade as renewable push accelerates: Report

May 25, 2026

India's power transmission infrastructure is headed for a massive investment cycle, with nearly Rs 9 trillion in government-committed transmission capex expected till 2032, according...

India's housing sector poised for 10 pc CAGR growth; Govt capex expansion slowing after 3x rise: Jefferies

Sep 07, 2024

The government's capex has seen a threefold increase over the past five years, but this growth may be reaching its peak. As the government steps...