India’s Private Capex Finally Moved — Oil Is the First Stress Test
Private-sector investment rose 11.9% in April–June and fixed investment reached 34.3% of GDP, but expensive energy and a weak rupee will test whether the revival lasts.
What changed, why it matters, and what most people may be overlooking.
Private-sector investment rose 11.9% in April–June and fixed investment reached 34.3% of GDP, but expensive energy and a weak rupee will test whether the revival lasts.
Xi Jinping’s first India visit in seven years signals a diplomatic reset, but record bilateral commerce remains shaped by Indian dependence on Chinese machinery, electronics and industrial inputs.
Revenue hit a record T$921.8 billion for August and stayed above T$900 billion for a second month, providing a manufacturing-level read on AI demand beyond chip orders.