Lohit Bharambe and Abhijeet Gosavi sniff around the burgeoning infrastructure sector and come up with this exhaustive report.
During the 30 months of Narendra Modi-led NDA government in the Centre, the biggest push has been given to the infrastructure sector. Modi known for his weakness towards urban infrastructure and also roads, ports sectors since his days as Chief Minister of Gujarat, is albeit continuing his focus on the infra development, this time his activities are not confined within Gujarat but across the length and breadth of the country. Several key road projects worth thousands of crores are being executed under the leadership of his trusted lieutenant, Nitin Gadkari while Modi’s another trusted man, Venkaiah Naidu has been assigned the task of working towards a better urban infrastructure across the country. The end result will not only improve the living condition of ordinary citizens but also strengthen balance-sheets of the infrastructure majors and even smaller players in the sector. In addition to all the direct efforts made by the Centre, reforms like debt arbitration schemes, further push from NITI Aayog, RBI’s S4A scheme will be infusing further life in the infra entities. Obvious, these steps will augment liquidity and may give oxygen to suffocated infrastructure companies in the county.
The government’s target is ₹25 trillion investment in infrastructure sector over a period of three years. This will include ₹8 trillion for developing 27 industrial clusters and an additional ₹5 trillion for road, railway and port connectivity projects.
この記事は Dalal Street Investment Journal の October 02, 2016 版に掲載されています。
7 日間の Magzter GOLD 無料トライアルを開始して、何千もの厳選されたプレミアム ストーリー、8,500 以上の雑誌や新聞にアクセスしてください。
すでに購読者です ? サインイン
この記事は Dalal Street Investment Journal の October 02, 2016 版に掲載されています。
7 日間の Magzter GOLD 無料トライアルを開始して、何千もの厳選されたプレミアム ストーリー、8,500 以上の雑誌や新聞にアクセスしてください。
すでに購読者です? サインイン
A Fortnight Of Ups And Downs In Indian Equities
ICICI Bank climbed 7.66 per cent after delivering robust quarterly results. Axis Bank and SBI also reached all-time highs, contributing to the rally.
How Good Are The Blue Chip Funds?
In the deep blue ocean of the Indian stock market, where volatility reigns supreme, investors often seek safe harbours. In such a scenario, can blue chip mutual funds emerge as a promising option for delivering better risk-adjusted growth? Vardan Pandhare explores
Multi-Asset Funds: A Comprehensive Solution For Diversified Investing
The Indian mutual fund industry has experienced remarkable growth, mirroring the nation's economic expansion and the corresponding transition of savings into financial assets.
Thematic PSU Funds: Value For Money
From the fun of theme parties to the depth of thematic investing, explore how focusing on specific themes can shape your investment journey. Various investment themes are trending these days, with thematic PSU funds being one of them. Rakesh Deshmukh takes a closer look at the scenario
5 BEST Dividend Yielding Stocks
Historically, the portfolio of companies that have paid higher dividend yield has performed better than the broader market equity indices. And this becomes evident from the fact that the calendar year return of these indices shows that out of 15 years of study, in 7 years, Nifty Dividend Opportunities 50 has outperformed Nifty 500. The article examines the phenomenon while also listing the five best dividend-yielding stocks
"Innovation And Capacity Building Are Central To CPCL's Organizational Development & Long-Term Success"
Interview - Shri Arvind Kumar, Managing Director, Chennai Petroleum Corporation Ltd.
BEL: Celebrating 70 Years of Excellence
Bharat Electronics Limited started with humble beginnings and is now a global powerhouse that is constantly broadening its horizons while enhancing its efforts for more in-house developments. In this interview, Bhanu Prakash Srivastava, Chairman and Managing Director, BEL, talks about the extraordinary journey of the company and the strategies that it is presently implementing to expand its products and technologies within and outside the defence sector
PSU Stocks Enjoy Their Moment Of Glory
After a phase of lacklustre performance under dark grey clouds, Indian public sector enterprises are now enjoying prime space in the sunshine, turning out to be smart bets in the Indian market. Primarily, this amazing turnaround has taken place due to the government's focus on infrastructure development in order to propel the nation towards the status of an economic powerhouse and also the revolutionary decisions taken by the managements of the PSUs. The article details the PSUs to understand their current status
Vodafone Idea YET TO ACHIEVE PROFITABLE CONNECTIVITY
Looking at the company's solvency and liquidity position, it has significant amount of liabilities which are greater than the assets, making the shareholders' equity negative
Eraaya Lifespaces Acquires Luxury Staycation Property And Commercial Retail Spaces
Eraaya Lifespaces' recent developments in its hospitality business showcase a robust strategy aimed at expansion and diversification