The Paradox of High GDP Growth vs Muted Corporate Results
Update: 2025-11-20
Description
India’s GDP is soaring—but corporate revenues are barely crawling. In this audio, Debashis Basu breaks down the striking disconnect between headline GDP growth and muted corporate performance. Why are top-line numbers stagnating when the economy is supposedly booming? The answer lies in the composition of GDP itself: consumption-heavy growth, government-led capex, weak private investment, and stagnant real wages. Basu explains how PFCE, public expenditure, and sluggish private capex shape this paradox, why old rules linking GDP to corporate growth have collapsed, and what it will take for corporate India to feel the impact of high GDP figures. A sharp, insightful analysis you won’t hear anywhere else.
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