Nilesh Shah, Group President and Managing Director, Kotak Mahindra Asset Management
The government has shown credible restraint in announcing big-ticket rural or social welfare schemes. Sticking to the path of fiscal prudence, the government continues to allocate heavily towards infrastructure build-up while working on inclusive growth. The government has invested in infrastructure at an unprecedented scale. India built between 2014 and 2024 as much infrastructure in sectors such as power, roads, ports, airports, and telecom as existed in 2013.