India's capital allocation story has become increasingly imbalanced. Since 2016, public sector investment has increased because of large infrastructure projects, but private corporate capital spending has not caught up . From FY2020 to FY2024, government capital expenditures (capex) went up by 38.8% in total, but private gross fixed capital formation (GFCF) fell to about a 3rd of the GDP in 2024. Illustration by The Geostrata Companies have a lot of cash on their balance s

For the record 9th time , the Finance Minister Nirmala Sitharaman prepares to present the Union Budget for 2026-27 on 1st February 2026. This exercise has more significance than a routine fiscal update. As India emerges as one of the world’s fastest-growing economies , it faces a blend of domestic challenges, opportunities and global risks. Illustration by The Geostrata Slowing global demand, trade fragmentation, U.S. tariff pressures and weakening investor sentiments call fo

Investment is a small but highly volatile component of a nation’s gross domestic product. As domestic belief in the future of a country’s growth feeds more into investments than corporate necessity, most fluctuations in terms of investment, particularly business fixed investment, or private capital expenditure, can be traced back to demand-side catalysts. Illustration by The Geostrata THE THEORETICAL FOUNDATIONS Investment is not merely an autonomous activity, but is under

India is rising; there is no questioning it anymore. The nation is set to witness exponential growth in every economic parameter in the...