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BFSI

The announcement of a high-level committee on banking and the proposed restructuring of PFC and REC reflect a clear intent to future-proof India’s financial system for a Viksit Bharat. Strengthening public sector NBFCs through better scale, governance and technology adoption is critical to ensuring that long-term capital reaches infrastructure and priority sectors efficiently, without compromising on financial stability or consumer protection. Thoughtful execution of these reforms can materially improve credit delivery and resilience across the system.”

Railway

The proposal to develop seven high-speed rail corridors reinforces the government’s focus on railways as a long-term growth engine rather than just a transport utility. Large-scale rail infrastructure creates strong multiplier effects—driving demand across capital goods, power, signalling, and public-sector enterprises linked to railways. Over time, consistent policy support and execution in this space can translate into healthier balance sheets and more predictable earnings for railway-linked PSUs.”