News From Press Budget to be a huge trigger for infrastructure theme: Sunil Subramaniam

Budget to be a huge trigger for infrastructure theme: Sunil Subramaniam

Source: The Economic Times Jan 14, 2021

Last year you were very gung-ho on the infrastructure sector. Are you still continuing to bet on this theme?
Absolutely. For me, infra is a three-component play. There is government driven infrastructure, there is FDI foreign infrastructure investment and then there is domestic capex on expansion. Budget will be a huge trigger for infrastructure, the reason being that whatever money the government is going to be able to spend this year, it will be infra. It is a constraint be ..

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