Stocks to buy, April 1 -- Helped by strong capital expenditure by corporations and households, which together form private capex, global brokerage firm Jefferies has recommended six stocks to buy, belonging to sectors like power, ports and cement.

While the government capex (forming 13% of total) growth has slowed, private capex continues to be robust, with household capex growing at the fastest rate with a March 2021-March 2024 CAGR of 22%, showing the revival of the housing cycle. Corporate capex increased 18% CAGR while government capex grew at a more moderate 16% CAGR. Private and government corporations form corporate capex, while central and state budget allocations make up government capex.

RBI data on private projects approved b...