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The MSP Trap: How Price Guarantees Have Turned Into Dependency
India's Minimum Support Price regime was conceived as insurance against price collapse for farmers to ensure a sustained channel of stable pricing and income. Six decades later, it has changed from insurance into the primary revenue channel itself, and it tells farmers not just what price they'll get, but effectively what is the best choice of crop to grow because the market guarantees you a price you know and can predict without fail. Illustration by The Geostrata And what i

THE GEOSTRATA
16 hours ago6 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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