Global Uncertainty Ka Asar
Rajiv Memani, Confederation of Indian Industry (CII) ke naye President bane hain. Unhone NDTV Profit ko ek interview diya. Unhone kaha ki global halchal ki wajah se private companies ka investment pichle kuch mahino se thoda slow ho gaya hai. Basically, duniya bhar mein jo uncertainty chal rahi hai, uski wajah se companies thoda ruk kar dekh rahi hain.
Business Aur Uncertainty
Memani ne bataya ki business aur uncertainty ek saath nahi chal sakte. Jab market mein uncertainty hoti hai, to companies long-term plans nahi bana paati. Generally, companies 60-70% planning hi kar rahi hain. Complete planning karne ke liye, woh kam se kam 3-6 mahine wait karna chahti hain. Basically, jab tak market stable nahi hota, tab tak badi companies koi risk nahi lena chahti.
FTA Aur Geopolitical Disruptions
Free trade agreements (FTA) countries ke beech mein long-term growth ke liye bahut important hote hain. Lekin geopolitical disruptions bhi ho rahi hain, jisse uncertainty aur badh rahi hai. India-US FTA strategically bahut important hai. Commerce Ministry ne iske har aspect ko ache se samjha hai. CII ke through industries ne ministry se baat ki hai aur opportunities aur challenges ko samjha hai. Isse best trade deal ho sake.
India Ka Fayda
Memani ne kaha ki kisi bhi trade deal mein sabhi winners nahi hote aur sabhi losers bhi nahi hote. Agar India ko is transaction se fayda hota hai, to industries bahut khush hongi kyunki un par 26% tariff nahi lagega. Basically, India ko is deal se fayda hona chahiye.
India Ki Resilient Story
Memani India ko lekar bullish hain. Unhone kaha ki India ki resilient story sabko pata hai. Macroeconomic factors bahut ache hain. Inflation control mein hai, interest rates stable hain, aur corporate balance sheets strong hain. Log capital markets se fayda uthana chahte hain. Companies actively capital raise kar rahi hain, demerging kar rahi hain, disinvestment kar rahi hain, aur acquisitions kar rahi hain. Bahut sari activities ho rahi hain. Finally, growth toh hona hi hai! India ki economy strong hai aur aage bhi strong rahegi.