Private Investment
Surjit Bhalla: Viksit Bharat may hinge on deeper economic ties with the world’s most vibrant free market
Engagement with the world’s pre-eminent free market is more important for India than any other relationship. It could deliver far more than trade gains. It could impact how policy is made in New Delhi, revive private investment and enlarge space for market-led growth.
4 min read8 Feb 2026Budget 2026 playbook: Capex stocks or consumption themes — Where should portfolios lean?
Finance Minister Nirmala Sitharaman will unveil the government's fiscal roadmap for the next year on February 1 this year. According to Axis Securities, one of the key challenges for the Union Budget 2026 would be to balance capex-led growth with consumption support.
3 min read20 Jan 2026Budget should support growth with fiscal consolidation
There is now a need to explore why private investment has not shown signs of any significant pickup yet. This would facilitate more sectoral-level interventions in the upcoming budget.
3 min read20 Jan 2026The government can’t do the heavy lifting forever: The Union budget needs to get private capex moving again
Our growth looks strong but the economy is still too reliant on public expenditure. Private firms remain hesitant to invest—not for lack of money, but confidence. Here’s what the budget must do to kick off private investment and give the Centre space to pare its debt to 50% of GDP by 2030-31.
4 min read6 Jan 2026How India set course for a greater share in global maritime trade
As India seeks to optimize its vast coastline and boost trade, public-private partnerships and reforms are aimed at enhancing port efficiency and global competitiveness.
4 min read1 Jan 2026Centre eyes ₹12 trillion capex in FY27 as private investment stays cautious
The Centre plans to raise FY27 capital spending to ₹12 trillion, betting on infrastructure-led growth as private investment remains cautious amid global uncertainty.
3 min read1 Jan 2026ISRO’s commercial success is clear but its strategic aims require it to focus on talent retention
India’s space agency has shown its skill with heavy-duty satellite launches. Skillset retention, a must for our strategic autonomy, may be its next big challenge as private poachers emerge
2 min read25 Dec 2025From spending to systems: How 2026 could shape India’s infrastructure cycle
As India approaches 2026, the infrastructure sector is poised for a transformative shift. This article explores how execution reforms, asset monetization and innovative strategies can enhance productivity and drive sustainable growth in highways, railways and ports.
7 min read23 Dec 2025India must reverse its decade-long slump in private investment before output growth loses steam
India's recent GDP growth numbers mask a big worry: weak capital formation. Savings are not going into productive investment at the pace they should for sustainably fast output expansion. Act now to reverse this slump—before it pushes our economic ambitions out of reach.
5 min read21 Dec 2025Public spending can’t do it alone. India needs private investment now
India's economic growth stands out globally, yet private investment is not keeping pace. With public spending doing the heavy lifting, the big question is how to unlock the private capital and dynamism needed to boost India's economy.
4 min read22 Sep 2025