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Investment

Capital Freeze

India’s investment slowdown is no longer a cyclical economic problem. It is becoming a structural crisis of confidence. For years, New Delhi has tried almost every orthodox tool available to revive private sector investment.

Treading with caution

While announcing budgets each fiscal year, India has been experimenting on various growth models, some led by capex, others hoping to be triggered by enhanced domestic consumption.

Borrowing more

India’s household balance sheet is sending mixed signals. On paper, financial savings have begun to recover after touching multi-decade lows.