When The House Fire Is Far From Burning Bright!
Households’ share of gross fixed capital formation has declined from a high of 37% in FY12 to just 28% in FY23.
capex
September 2024
August 2024
July 2024
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March 2024
India Inc. to spend $45-50 bn annually over next 1-2 years: Moody’s
With an annual capex budget of around $15 billion, Reliance Industries alone will account for around 30% of the portfolio capex.
Post-Covid stock market returns fuelled by high fiscal deficit: Shankar Sharma
Capex led growth is ultimately the same growth model that China followed the same growth model that Japan followed in the nineties
Capex creates trophy assets, not economically efficient: Subhash Garg
The Coalition government should not go for still higher Capex, as a big policy strategy going forward.
Budget 2024-25 to make ‘statement’ about Modi 3.0's 2047 policy: Goldman Sachs
International financial major expects the Modi govt to stick to the announced fiscal deficit target of 5.1% for FY25, or even slightly lower
Companies should increase private investment: Anand Mahindra
Private investment as a percentage of GDP has been falling to a worrisome level from 2011-12 onwards, says Anand Mahindra
Riding on reforms, Indian economy to grow 8% in FY25: CII
CII has outlined a 14-point agenda for the new government for driving the next phase of economic transformation.
Making sense of sluggish private corporate capex
Measures to improve consumption demand and optimism in future growth will bring back private investment automatically
Morgan Stanley raises India's GDP growth forecast to 6.8% for FY25
Morgan Stanley expects growth to be broad-based and the gaps between rural-urban consumption and private-public capex to narrow in FY25.
India's economic boom resembles 2003-07: Morgan Stanley
"We are now seeing early signs of private capex gaining momentum," says Morgan Stanley.
