Kenneth Andrade On Investing In Infrastructure @KotakSecurities #KotakMidCapMeet15
December 11, 2015 Leave a comment
Kenneth makes no bones about stating that Indian Infrastructure is really over-invested in. There is really not much money to be made by an equity investor in this space.
India has much infrastructure, but its of poor quality. Eg we have the highest density of roads in the world, but of poor quality.
Most of our ports have 60-80% capacity utilization.
The power sector in India is different from anywhere else in the world, due to the high consumption of power in the agriculture sector. (Insert free power and read between the lines.)
The real area to invest and grow wealth is in infrastructure maintenance.
About Keerthika Singaravel
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