Government and household spending are currently fueling infrastructure growth, while private capital expenditure remains sluggish due to low capacity utilization and policy uncertainty. Infrastructure providers linked to government projects in power, defence, and railways are expected to thrive. The focus should be on import substitution to boost domestic production, as large-scale private investment is still pending.
RBI project finance guidelines easier than draft, breather for lenders
The Reserve Bank of India has significantly reduced mandatory provision requirements for commercial real estate and infrastructure projects, offering relief to lenders. These revised guidelines,
June 20, 2025