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The Power Sector | Finance Podcast Ft. Charanjit Singh | DSP TIGER Fund
Original: The Power sector | Finance Podcasts | Ft Charanjit Singh | DSP TIGER Fund
Takeaway
India's manufacturing-led infra cycle is structurally different from the past; focus on capable suppliers at reasonable valuations rather than chasing order-book stories.
Summary
- DSP TIGER Fund manager Charanjit Singh calls India's infrastructure shift a 'once-in-a-lifetime' opportunity for the next 10-15 years, driven by manufacturing not just construction
- Government CAPEX shift: Railways spending jumped from ₹50,000 cr to ₹3 lakh cr; water spend rose from ₹10,000 cr to ₹70,000 cr; defense became a major theme after Ukraine war exposed 65% Russian inventory dependence
- Manufacturing-as-%-of-GDP target: lift from 18% to 25% via China+1 and Europe+1 supply-chain reshoring
- Fund avoids asset-intensive infra companies; prefers manufacturing suppliers feeding into Railways, defense, water, roads
- Warns about narrative-driven order-book euphoria; valuation discipline and execution capability matter when picking stocks
infrastructuremanufacturingpower-sector
Original description
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