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India’s next $45 bn capex cycle: Jefferies names 16 ‘Buy’ stocks led by Kaynes, Bharat Forge

Posted on September 11, 2026
By Financial Express
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1 min read

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India’s next $45 bn capex cycle: Jefferies names 16 ‘Buy’ stocks led by Kaynes, Bharat Forge

India’s next industrial growth cycle is taking shape across semiconductors, data centres, electronics, solar and aerospace, with Jefferies identifying 16 Buy-rated listed stocks linked to the opportunity.