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About Infrastructure Sector | Modi 3.0 Stocks | Money Purse Finance Podcast
Original: About Infrastructure Sector| Modi 3.0 Stocks | Money purse Finance Podcast
Takeaway
Indian infrastructure capex across rail, defense, water, housing and power offers a multi-year wealth creation theme as smaller companies move up the value chain.
Summary
- Podcast with a fund manager bullish on Indian infrastructure as a multi-year theme under Modi 3.0 — argues 60% of GDP is consumption while infra is the missing foundation
- Compares the current cycle to the 2003-08 boom/bust but says companies and government have learned lessons; current cycle should be more sustainable
- Railway capex grew ~7x from ~Rs 40,000 cr in 2014-15 to Rs 2,65,000 cr — benefiting wagon manufacturers, coach makers, locomotives, EPC and electrification companies; India now exports metro coaches/wagons
- Next opportunities flagged: water (he plays via a specific company), defense, government housing as a 'game changer', power/electricity equipment and generators
- Many small caps have become mid/large caps; former subcontractors are now main contractors with full order books
infrastructureModi 3.0capex
Original description
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