A report by Antique Stock Broking suggests India's capital expenditure (capex) is poised for a revival, driven by improving macros and policy support. Defence and capital goods sectors are identified as key beneficiaries due to increased government allocations, indigenisation efforts, and global supply-chain diversification. The report anticipates strong earnings growth for capital goods companies and sustained demand for industrial and electronics manufacturing services, with a gradual return of private investment expected to boost infrastructure and construction sectors.