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Capital goods rally may pause now
Mint Mumbai
|December 28, 2023
Capital goods stocks have significantly benefited from the optimism surrounding the 2024 general elections. The S&P BSE Capital Goods Index has rallied a whopping 66% so far in 2023, reflecting the enthusiasm around the government's increased focus on infrastructure and allied projects. But is there more steam left in this rally? Depends on the earnings performance and continuity of order inflows momentum
In HIFY24, the sector saw a robust 52% increase in aggregate order inflow year-on-year, largely driven by industry leader Larsen & Toubro (L&T), which logged a 65% growth, according to Incred Research Services Pvt. Ltd. So far so good, but with the upcoming general elections, some caution might prevail, possibly hampering order inflows until elections are out of the way.
Dit verhaal komt uit de December 28, 2023-editie van Mint Mumbai.
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