Capex - being referred to is expenditure towards infrastructure and allied projects. If PSUs share of capex has been reduced, then funding for these projects would be assisted by private players right. Then why are we calling out that private investment on capex is on lower end and saw recent uptick from FY24. It would be great if you could clarify this query, for better perspection building.
Not really Maheshwari, if PSU's reduce capex, that means they are not investing on their businesses and projects. That has nothing to do with private capex. In fact, private capex has barely moved in the last many years.
Very informative!!
Great work team zerodha !
These are really informative and help me a-lot considering I am planning to work in this field and pursuing CFA.
Keep up the good work.🫡
Thanks Team! Really useful article.
Could you please clarify below query,
Capex - being referred to is expenditure towards infrastructure and allied projects. If PSUs share of capex has been reduced, then funding for these projects would be assisted by private players right. Then why are we calling out that private investment on capex is on lower end and saw recent uptick from FY24. It would be great if you could clarify this query, for better perspection building.
Thanks!
Not really Maheshwari, if PSU's reduce capex, that means they are not investing on their businesses and projects. That has nothing to do with private capex. In fact, private capex has barely moved in the last many years.