Capex – SRK Analytics

Adani’s Massive Capital Spending Plan Sparks Growth Wave for Smaller Infrastructure Firms

The Adani Group's ambitious capital expenditure strategy for the upcoming fiscal year is emerging as a powerful catalyst for India's broader infrastructure sector. The conglomerate's massive investment plans are creating…

Prasenjit Bhowmik August 5, 2026

Emerging Market

Magnificent Seven Lose $787 Billion in Single-Day Rout as AI Spending Concerns Mount

Major U.S. technology giants suffered their worst single-day market rout in over a year this week, erasing approximately $787 billion in market capitalization on Thursday as Wall Street recoiled from…

Prasenjit Bhowmik July 25, 2026

Business Insights

TSMC Projects AI Megatrend Growth with Unprecedented Spending and Revenue Outlook

Discover how TSMC is fueling the global AI boom with massive new spending and revenue forecasts that signal unprecedented demand through 2027.

Prasenjit Bhowmik July 16, 2026

Economy

India’s Capex Revival Hinges on Power and Data Centers as Manufacturing Stalls

India's capex future shifts from manufacturing to power and data centers, revealing a new investment landscape for economic growth.

Prasenjit Bhowmik June 28, 2026