Former CEA Krishnamurthy V. Subramanian ne bola hai ki agar India ko **7%** se upar ki growth sustain karni hai, toh Land, Labor aur Capital markets mein badlav zaroori hain. Investors ke liye ye ek bada signal hai ki ab government ka focus infrastructure se hatkar private sector ki productivity badhane par shift ho sakta hai.
Agla bada step kya hai?
Krishnamurthy V. Subramanian ne saaf kiya hai ki pichle 10 saalon mein humne sirf highways aur digital network jaise infrastructure par focus kiya. Par agar 9% GDP growth chahiye, toh ab 'second-generation reforms' ki zaroorat hai. Iska matlab hai land, labor, aur capital markets mein bade sudhaar, taaki business karna easy ho sake.
Business aur Investors ke liye kya matlab hai?
abhi India mein private investment GDP ka sirf 22-23% hai. Expert analysis kehti hai ki agar 8% se upar ki growth chahiye, toh ye figure 30% ke paar jana chahiye. Policy makers ka naya focus companies ki efficiency badhane par hai, jisse unit costs kam ho aur Indian companies global level par compete kar sakein.
Kya risks hain?
Global level par geopolitical tension aur energy prices ka darr toh hamesha rehta hai. Domestic front par food inflation aur monsoon ki uncertainty bhi market aur consumer spending par pressure daal sakti hai. Agar reforms mein deri hui, toh private investment ka momentum ruk sakta hai.
Investor ki watchlist mein kya hona chahiye?
Agli kuch quarters mein ye dekhen ki labor codes, land acquisition, aur banking reforms par kya update aate hain. Agar ye rules simple hue, toh corporate sector ke liye growth ke raaste khulenge aur long-term mein economic resilience badhegi.