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India’s Transit Ambition: Vision Ahead of Execution
As it is said, a developed country is not a place where the poor have cars, but where the rich use public transport. Chasing this hallmark of progress, India’s transport has undergone a near-total metamorphosis. In the past two decades, the rapid urbanisation of the economy has demanded a modern, fast and efficient network of connectivity, evident in the increasing traffic congestion and delays, which cost the economy an estimated $22 billion each year. In this scenario, metr

THE GEOSTRATA
Jun 95 min read


Overfunded or Underbuilt?: Rethinking India’s Capital Allocation Story
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

THE GEOSTRATA
Apr 164 min read
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