Capital limited but confidence in rules of trade, fiscal path of large economies: DEA secretary

Economic Affairs Secretary Anuradha Thakur has expressed concerns about the potential for global trade imbalances, increased capital costs, and economic friction due to security and geopolitical considerations. This could have significant implications for the global economy, potentially leading to increased costs for businesses and reduced investment. The secretary also noted that private investment is showing signs of revival, but this is being offset by the growing demand for capital and debt from the AI investment cycle.

Why it matters

Geopolitical considerations are shaping trade and could lead to global imbalances and higher capital costs. This could have a negative impact on the economy and trade relationships between countries.

Market impact

Transmission channels

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