Moneycontrol's Shraddha Sharma does a 3-Point Analysis on the outlook of the infrastructure sector.
Mahesh Patil of Birla Sun Life AMC does not see Bihar election outcome impacting the markets much. However, if there is any correction in the market post Bihar polls, investors should use it as a buying opportunity, he adds
Adrian Mowat, JPMorgan's chief Asian and emerging market equity strategist, says in the near-term, China, Taiwan and Korea are likely to perform better than India
This is the government's great Indian infrastructure dream. But the ground reality is a rude awakening. With a slowing economy, high interest rates and more importantly delayed decision making, infra projects and infra companies face an uncertain future.
Deven Choksey, MD, KR Choksey Shares and Securities feel that infra companies could possibly come out winners in the entire story.