Anil Gupta of ICRA discusses the implications of RBI’s proposal for tighter project finance rules, focusing on provision requirements for projects seeking DCCO extension. The impact on lender balance sheets, credit flow, and specific sectors like REC and PFC is examined.
Investors not inclined to ‘sell India buy China’ but to ‘sell India buy USA’: Samir Arora
Samir Arora cautioned investors not to get overly excited by CLSA’s increased allocation to India. He believes that investors were shifting to the US, not