Whalesbook
Toh bhaiyo aur behno, yeh jo FDI ka badlav aaya hai na, yeh sirf number nahi hai, yeh ek sign hai ki foreign investors India ke high-value projects mein dilchaspi dikha rahe hain. Pata hai, average deal ka size bhi 1.8 guna badh gaya hai. Matlab bade projects aa rahe hain!
Ab kaunse sectors mein sabse zyada paisa laga? Zyadatar hissa, matlab lagbhag 65%, pharma, chemicals, biotech aur food processing mein gaya hai. Iske alawa ESDM, aerospace aur auto mein bhi accha kaam ho raha hai. Sabse zyada invest kiya hai European countries ne, phir US, Japan, South Korea aur Australia bhi peeche nahi the. Brazil, New Zealand, Canada jaise emerging markets se bhi support mila hai, jisse investor base aur diversified ho gaya hai.
Ab aap soch rahe hoge ki stock market mein iska kya asar hai? Dekho, Nifty Auto toh 16.98% bhaga hai pichhle ek saal mein. Pharma index 5.77% se 14.48% tak range kar raha tha, jabki Chemicals index lagbhag flat, matlab -2.41% ke aas paas tha. Isse lagta hai ki log sirf paisa nahi laga rahe, balki long-term value creation par bhi focus kar rahe hain.
DPIIT Secretary Amardeep Singh Bhatia ne bola hai ki India ka policy framework bilkul clear hai, government commitment dikha rahi hai aur regulatory environment bhi accha hai. Aur toh aur, India ki GDP 6.9% grow karne ka target hai aur FY25-26 ke liye 7.5%-7.8% ka overall growth expected hai. Jab economy stable hoti hai na, tabhi toh paisa aata hai.
Par bhai, sab kuch itna bhi smooth nahi hai. India ko Vietnam aur Mexico jaise deshon se takkar mil rahi hai, jo kaam ke liye kam cost lete hain. Agar zyada investment ek hi sector mein aa jaye, toh us sector mein kuch gadbad hone par poori FDI shaky ho sakti hai. Bade projects ke liye infrastructure, skilled labor aur states mein consistent support bhi chahiye, jo ek challenge ho sakta hai. Dusri countries se compete karne ke liye India ko apni value proposition lagatar improve karni padegi.
Waise, yeh saal FY25-26 mein total FDI $90 billion se paar jaane ki ummeed hai. Government reforms aur free trade agreements par kaam kar rahi hai. Sunne mein aa raha hai ki Chinese companies ke 10% stake tak ke liye norms bhi easy ho sakte hain. Focus wahi ESDM, renewable energy aur advanced manufacturing par hai, kyunki India ko global manufacturing hub banana hai.