Markets◆ Mixed
'IB seeking updates, Delhi Police could detain me': Abhijeet Dipke's big claim ahead of Tiranga march
· Business Today Mkts
The party says it will proceed peacefully while demanding Chief Election Commissioner Gyanesh Kumar's removal.
The analysis
This is a Capacity / capex event. Capacity added into a soft cycle compresses returns for the whole sector; added into a tight one it is the cheapest growth available. The cycle position matters more than the announcement.