India's private capex outlook is strengthening, but the reasons projects run into distress are changing, with market conditions and promoter interests now accounting for most distressed projects
The aggregate cost of projects hit a record ₹4.4 trillion in FY26, with infrastructure continuing to dominate the investment landscape
NaBFID targets a Rs 5 trillion loan book by 2029-30, backed by a Rs 4 trillion sanctioned pipeline and rising private infrastructure investment
India's capex cycle gains momentum, creating opportunities across power, data centres, semiconductors and defence
Private sector project announcements jumped over 70% in Q1FY27, led by power projects, even as government capex plans more than halved amid fiscal pressures
Extended Strait of Hormuz disruption could fuel inflation, weaken the rupee, widen the current account deficit and crowd out private investment, says report
While proposed investments from domestic private investors improved 40.7 per cent to ₹34.06 trillion, foreign investors' plans more than doubled, jumping 144.05 per cent to ₹6.91 trillion
Manufacturing projects worth over ₹1 trn nearing completion
India's capacity additions are expected to touch nearly Rs 3.6 trillion in March FY26, led by manufacturing projects, though geopolitical tensions in West Asia could cloud future private investments
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With private investment slow to revive, the burden of sustaining economic momentum has fallen disproportionately on the government
Economist Sajjid Chinoy has pitched for a relook into the government's curb on foreign direct investments from China, arguing that allowing Chinese investments in the country will be more advantageous than slapping tariffs on imports from the northern neighbour. Chinoy, the chief India economist at J P Morgan, who is also a part-time member in the Economic Advisory Council to the Prime Minister (EAC-PM), said that the private capital expenditure is down due to the lack of demand visibility amid the flood of cheaper Chinese imports. Chinese exports into the US were a free flowing river, but the 32 per cent tariff slapped by the Donald Trump administration is acting like a wall, leading to the same goods being spilled out into other emerging markets like India, he said. Speaking at an event organised by the Asia Society on Monday, Chinoy said the flood of Chinese goods at cheaper prices is creating challenges for emerging markets looking to increase their exports. "I would argue Indi
NIMs could improve going forward for the bank as borrowings are replaced by deposits and deposits get repriced downwards
India's strong GDP growth masks a deeper disconnect: muted revenues, weak private capex, and demand constraints that leave corporate performance trailing headline numbers
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Setty welcomed the 22 reforms announced by the Reserve Bank of India during its October Monetary Policy Committee meeting, calling them a 'vote of confidence'
Private investment projects constitute well over 70 per cent of the nearly ₹34 trillion of fresh investments announced in H1 this year
Overall, government capex averaged 4.1 per cent of gross domestic product (GDP) over FY22-25, up from 2.8 per cent in the pre-pandemic days
YES Securities warns India's growth relies too heavily on government spending as private capital expenditure falters despite record corporate cash holdings of ₹10.35 trillion
When asked about the sectors that will drive performance in the coming quarters, the consensus leaned heavily toward domestic industries