Infrastructure: an India priority

Posted: March 15, 2016 at 12:59 pm | Author: Manish Marwah

Infrastructure: an India priority Intro: India’s infrastructure spend at 3.5% of GDP is not only much lower than China’s spend at ~11% of GDP but needs to go up to at least 4% of GDP by FY12 if current growth rates are to be sustained. This would require an investment of over Rs12,265 bn across […]


Media & Entertainment: The sunrise sector

Posted: February 22, 2016 at 1:10 pm | Author: Manish Marwah

Media & Entertainment: The sunrise sector It’s truly the dawn of a new era of entertainment. For the Indian consumer it is a time of multiple choices as he can choose from a bouquet of over 300 channels on TV, several FM stations on radio and has a choice of 3-5 movies at multiplexes. For […]


Irresistible Indian real estate

Posted: January 3, 2016 at 1:14 pm | Author: Manish Marwah

A tale of Indian equities – still a long way to go “The long-term case for investing in India is a no-brainer. India’s many attractions have been well chronicled, but they can’t be emphasized enough: a tradition of democracy, respect for the rule of law and widespread fluency in English. These qualities are not easy […]