Скачать или смотреть ​Investment cycle at the cusp of turnaround | Economic Recovery Strategy

​In this video, we discuss the change in capex cycle for corporates and the triggers which may lead to recovery in the Indian economy in the post-pandemic world.

​Stars are beginning to align with multiple drivers for an investment cycle to start taking shape in India after more than a decade. Capital expenditure over the ensuing three years in core sectors like cement, metals, oil refining and power should be about Rs. 5tn. This should not only be the highest in a decade but is also likely to be more than 2x the capex over the previous three years.

The government’s PLI led capex should be ~Rs. 1.4tn in other sectors such as consumer durables, pharmaceuticals and automobiles. Household capex, esp. in residential property, and Govt. infrastructure spending should also see the best growth phase in a decade. It appears more decisively that Governments globally are betting on fiscal stimulants, especially in infrastructure, to recover from the COVID-19-led economic challenges, which means reflation is a key likely impact.​​

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Read our blog on this here :   / investment-cycle-cusp-turnaround-amit-kuma...  

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