Capex cycle on a strong wicket – The Hindu BusinessLine

Clipped from: https://www.thehindubusinessline.com/opinion/columns/statistalk/capex-cycle-on-a-strong-wicket/article65887457.ece

Robust demand conditions can facilitate more than doubling of investments in the next 5 years

The ongoing capex cycle comes on the back of a strong earnings cycle with positive implications for the industrial and banking sectors. There are expectations of a notable increase in capex as a share of GDP. Supply-side factors such as improving trends in financial sector balance sheets, steady banking sector impaired loans ratio and policy reform initiatives, point to a surge in investments. Robust demand conditions also can facilitate more than doubling of investments in the next five years. Here is a bird’s eye view.

Published on September 13, 2022

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