Sector rotation in Indian equities amid capex shifts
pre-market1 source ↓written by the desknot a recommendation
- FY27 GDP grew
- 7.8% YoY
- for FY27
- ₹12.22 lakh crore
- from FY26
- 11%
India's equity market is witnessing a sector rotation as FII interest shifts away from capital goods and power sectors. Q1 FY27 GDP grew 7.8% YoY, while government capital expenditure is set at ₹12.22 lakh crore for FY27, up 11% from FY26. Despite strong government spending, the price investors are willing to pay for growth is changing, impacting market dynamics.
Not investment advice. For informational purposes only.