Sanjeev Sanyal Flags Infrastructure, Ease of Doing Business as India’s Growth Drivers

Sanjeev Sanyal from the Prime Minister’s Economic Advisory Council warned that while India’s GDP remains strong, further acceleration depends on major breakthroughs in infrastructure delivery and trade integration. His message comes at a moment when policy fatigue is setting in, and private sector optimism is increasingly tied to visible public investments and concrete trade signals.

The clear implication is that capital markets and infrastructure firms should prepare for policy stimulus packages targeting ports, rail-linked industrial hubs, and logistics nodes. At the same time, brokers and fintech companies await streamlined licensing regimes for digital services. If recommendations are acted upon, we could see a fresh wave of investment into India’s maturity-stage infrastructure projects, coupled with improved bond market sentiment.

For equity and credit investors, the impact is straightforward: successful structural reforms could compress risk spreads, increase asset yield projections, and underpin new infrastructure debt vehicles. India’s appeal to global capital is already strong; the question now is how swiftly policy converts will translate into project execution and improved ratings.