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2026-02-07 06:31:53| The Economic Times

Headline capex understates the Union Budgets infrastructure push. Adjusting for equity infusions, state and private spending, and extra-budgetary resources shows effective Centre infrastructure spending rose 18% year-on-year, led by defence, transport, housing, and water, alongside PLI and targeted tax incentives.

Category: News and Media

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2026-02-07 06:25:48| The Economic Times

NovaaOne Capitals Sunil Sanghai explains why the governments 4.3% fiscal deficit target reassures markets despite revenue constraints. In this ETMarkets Smart Talk, he highlights the importance of capex-led growth, fiscal discipline, and lesser-noticed structural reforms that could support long-term capital formation.

Category: News and Media

2026-02-07 06:19:54| The Economic Times

Quant Small Cap Fund reshuffled its portfolio in January 2026, exiting ONGC and three other stocks while adding Gillette India. The fund increased exposure to select small cap names, reduced stakes in a few holdings, and maintained positions across 83 stocks, according to its latest monthly factsheet.

Category: News and Media

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07.02 Evening Headlines 07.02 Where does the capex focus lie in Union Budget 2026? 07.02 ETMarkets Smart Talk | Why the Budgets 4.3% fiscal deficit target is a positive for markets: Sunil Sanghai 07.02 Quant Small Cap Fund exits ONGC and 3 others, adds Gillette India in its portfolio in January 07.02 Bullions biggest selloff: How macro shocks triggered a healthy correction in gold, silver 07.02 IPO calendar: 3 issues worth Rs 3,871 crore hit the market next week as Fractal, Aye Finance hit markets 07.02 Markets eye brighter side: Sensex, Nifty recover from early losses amid IT rout 07.02 Feb 6, Business Letter Templates (Free Samples You Can Copy + Use) More »