Selected Tag: Capital expenditure
Selected Tag: Capital expenditure

Can Public Spending Finally Crowd In Private Capex?

After years of public capex leading growth, tentative signs of private investment revival emerge. But capacity use, demand trends and sector skew keep the cycle uncertain.

Sharmila Kantha

February 17, 2026 at 5:29 AM IST

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Budget 2026

Will the Budget Truly Reignite Industry Confidence?

As policy signals increasingly emerge outside the Budget, industry awaits clarity on investment, manufacturing, exports and long-term growth.

Sharmila Kantha

January 22, 2026 at 2:18 PM IST

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Budget 2026

From Fiscal Arithmetic to Economic Statecraft

The Budget must move beyond fiscal math to economic statecraft, strengthening institutions to manage volatility, competitiveness, climate transition and social risk.

Arvind Mayaram

January 22, 2026 at 3:17 AM IST

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Budget 2026

India’s Growth Moment: Cyclical Strength, Structural Test

India’s post-pandemic growth has leaned on supply-side reforms, public capex and upper-income demand, while private investment stays uneven. Budget 2026 will decide if growth turns durable and private-led, or remains state-driven.

Srinath Sridharan

January 19, 2026 at 8:50 AM IST

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Beyond the Fiscal Target: Aligning Fiscal Discipline with Growth

With nominal growth easing and revenues under pressure, Budget 2026-27 will test if fiscal consolidation can remain credible without squeezing growth-critical capex.

Shilpashree Venkatesh

January 6, 2026 at 6:51 AM IST

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Finance Ministry

India’s Next Growth Challenge: Growing ‘Right’

The true test of progress is whether prosperity reaches not just balance sheets but everyday life of everyone.

Srinath Sridharan

Kirti Tarang Pande

November 14, 2025 at 10:35 AM IST

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Optical Illusion in Public Capex

The public investment surge this year appears impressive, but much of its strength comes from accounting adjustments and base effects rather than new capital creation

Madhavi Arora

October 9, 2025 at 6:48 AM IST

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The Bureau

Duvvuri Subbarao on India’s Growth, Inflation Targeting and Centre–State Faultlines
Learning to Shoot: I Tried to Fly Before I Could Walk
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