How will next 10-15 years be different for India?
In the next 10 years,India will undertake massive infrastructure projects which will propel India to a $5 Trillion economy
A thread🧵on how India is spending big on Infrastructure upgradation like never before
Lets go👇
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How big is India's Infra push?
India spent $14 Trillion on infrastructure in the 75 years since its independence.
$7 trillion was in the last 9 years.
Another $7 Trillion will be spent in the next 9 years!
Big Big Spending is coming in!
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So where is this money being spent?
1. Roads
There has been an increase in the construction of National Highways (NHs)/roads over
time, with 10,457 km of roads constructed in FY22 as compared to 6,061 km in FY16.
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In FY23(until October 2022), 4,060 km of NHs/roads were constructed, which was around 91 per cent of the achievement in the corresponding period of the previous financial year
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The ambition is to take the rate of daily highway construction in India to 100km per day
Dubbed India’s ‘highway revolution’,
Rapid highway construction is central to the country’s push to transform itself into a staggering US$5 trillion economy by 2025.
(5/17)
NHAI constructs 25 km road in a record 18 hour time👇
The capital expenditure on infrastructure in railways has received a tremendous
boost since 2014.
It has seen a continuous increase in the last four years with Capex (B.E.) of
₹2.5 lakh crore in FY23, up by around 29 percent compared to the previous year
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Major spending has been across:- 1. Track doubling 2. Rolling Stock 3. Electrification projects
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The government is spending aggressively on:- 1. Vande Bharat trains 2. Dedicated Fright Corridor 3. Mumbai-Ahmedabad High-Speed Rail
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Railways is on fast track to achieving 100% electrification by 2024👇
Each Indian city and town has a large number of proposed new lines,
The following table lists out cities / towns with with serious proposals that could possibly materialize as light rail (Metrolite) and be built in the next 10 years.👇
(13/17)
Airports Push:-
UDAN scheme is a flagship scheme of the government.
The government has approved setting up of 21 green field projects at a cost of 4500cr
(14/17)
UDAN( Ude Desh ka Aam Nagrik) Scheme:-
The Budget has proposed to double the outlay for the regional connectivity scheme, UDAN, to ₹1,244 crore, from the current year’s budgetary estimates of ₹601 crore.
(15/17)
The outlay is part of the efforts to operationalize 1,000 UDAN (Ude Desh ka Aam Nagrik) routes and to revive or develop 100 unserved and underserved landing sites such as airports, heliports, water aerodromes and advanced landing grounds by 2024
(16/17).
Conclusion:-
India is spending aggressively on 1. Roads 2. Railways 3. Airports
Over the next 10 years, a lot of this infrastructure will get built and will form the basis of good growth over the decade to come
India ka time aa gaya hai!
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Most Adani stocks have been massive wealth creators in the last 10 years📉
Adani has now bought 34.41% in another Gujarat-based construction company,
Can Adani create another multibagger stock?
A thread🧵on the PSP projects, and is Adani changing the fortunes?👇
The Deal:-
Adani Infra, a key subsidiary of the Adani Group, has made waves in the financial markets with its ₹6.85 billion deal to acquire a 30% stake in construction giant PSP Projects.
Adani will now take a controlling stake in the company
Business of PSP projects:-
PSP Projects Ltd. is a multidisciplinary construction company in India that provides end-to-end engineering, procurement, and construction (EPC) services
Many investors avoid CMS, believing India is going entirely digital.
However, Cash in Circulation (CIC) has actually doubled from pre-demonetization levels to over ₹35 Lakh Crores.
Cash and digital options co-exist; cash usage remains highly resilient in Tier-2, Tier-3, and rural economies.
Led by the KVS Manian,
Federal Bank is diversifying away from Gold loans into a complete bank now!
The bank reported a superb set of numbers yesterday,
A thread🧵on the business of Federal Bank & what lies ahead?
Let's go👇
What is happening?
After disappointing the investors for 5 years
Federal Bank has finally started to report record profits.
Lets analyse the business of Federal Bank
On of the biggest Assets,
KVS Manian has join Federal bank!
Shri. KVS Manian joins Federal Bank after an illustrious career spanning over two and a half decades at Kotak Mahindra Bank Ltd. During his tenure at Kotak, he played a pivotal role in the bank’s transformation from a Non-Banking Financial Company (NBFC) to one of India’s leading private sector banks.
His leadership was instrumental in driving the growth and profitability of Kotak’s Corporate, Institutional, and Investment Banking, as well as Wealth Management divisions.
As international investment resumes,
Parag Parekh has just launched an S&P 500+Nasdaq 100 FoF
Who can invest in these funds?
What is the minimum investment size?
A thread🧵on PPFAS gift city funds & should u invest thru it?👇
Background:-
The Reserve Bank of India (RBI), in coordination with the Securities and Exchange Board of India (SEBI), has placed overall industry-wide caps on foreign investments by Indian mutual fund houses.
The restrictions, primarily designed to manage foreign exchange reserves and control currency volatility, have currently caused a halt in fresh investments into most international mutual funds
What is GIFT city?
GIFT City, or Gujarat International Finance Tec-City, is India's first operational smart city and an International Financial Services Centre (IFSC) located between Ahmedabad and Gandhinagar.
GIFT City provides a highly attractive environment for US investment through its International Financial Services Centre (IFSC), which acts as a foreign jurisdiction on Indian soil.
Most households have traditional Life insurance policies with an "Assured Sum of money" from LIC and other insurers
Most do not know what to do with these policies now
A thread🧵 on what you should do with ur LIC Policies?👇
What is life insurance?
A Life Insurance policy provides financial security to the family of the insured, in case of their death during the policy period, and in some cases a maturity benefit to the insured person, after a set period of time.
Types of life insurance
There are policies which
🏦combine insurance+investments(Savings policies)
🏦which only provide life insurance(Preotection policies)