India's economy and policy

Analysis

Recent reports highlight a mixed economic landscape, with India expanding overseas investment options for portfolio managers while analysts at Bernstein suggest large-cap stocks are struggling to attract foreign capital. While government initiatives like 'Make in India' show limited impact on broad employment and growth, sectors like green energy are expanding despite transmission infrastructure challenges. Observers are now watching whether policy adjustments can address these infrastructure bottlenecks and improve the effectiveness of industrial incentive schemes.