India’s Capital Goods Sector Is Executing Through a War. And Some Stocks Stand Out
Order inflows up 19%, government capex running ahead of last year’s pace, thermal upcycle intact, transformer availability improving The West Asia conflict has been the single most disruptive variable in India’s capital goods sector through FY27 — affecting EPC companies with Middle East exposure, pushing commodity prices higher and slowing project execution in affected geographies. … Read more