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Semiconductor push signals an upswing
Financial Express Mumbai
|February 03, 2026
STRONGER CAPEX, SERVICES SECTOR PROGRESS & AI ADOPTION TO LIFT FY27 EARNINGS
THE BUDGET SPEECH mentioned "semiconductors" early on, signaling a major pivot in the government's view of what India should pursue. A likely boost to capex, services sector growth and AI, along with slower than expected fiscal consolidation, will likely support F2027 earnings, further helped by increased demand for equities through buybacks. We are Overweight Financials, Consumer Discretionary and Industrials.
This story is from the February 03, 2026 edition of Financial Express Mumbai.
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