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.
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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.👇
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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
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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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Led by the KVS Manian,
Federal Bank is the biggest turnaround story of this credit upcycle
The Bank is now raising more than 6000cr for next leg of growth
A thread🧵on the business of Federal Bank & what lies ahead?
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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.
Hybrid funds have a combination of debt and equity,
What are the different types of hybrid funds available?
How are hybrid funds taxed?🤔🤔
A thread🧵on different types of hybrid funds and who u invest in them?👇
What are Balanced funds?
Balanced funds, also known as hybrid funds, are a class of mutual funds that contain a debt component and a stock (equity) component in a specific ratio in a single portfolio.
i.e. The same mf scheme will hold Debt as well as equity investments
🚨Specialized Investment Fund(SIF)-Mutual funds with short positions!
Quant Mutual Fund has just launched India's first long-short SIF
What are SIFs?
Should u invest in an SIF?
A thread🧵on SIFs and should u invest in them?👇
What are Mutual funds?
A mutual fund is an investment fund that pools money from many investors to purchase securities.
Mutual funds in India are not allowed to take short positions.
They are mostly long-only products,
So SEBI created a new asset class
What is Specialised Investment Fund(SIF)?
The Specialized Investment Fund (SIF) is a new category of investment product introduced by SEBI to bridge the gap between Mutual Funds (MFs) and Portfolio Management Services (PMS).
SIFs aim to provide a middle ground, offering portfolio flexibility while ensuring regulatory compliance and investor protection.
So many categories of Debt Mutual funds like 1. Liquid fund 2. Short term fund 3. Gilt funds
and many more
Which one should u choose?🤔🤔
A thread🧵 on various types of debt funds and which one to choose?
Lets go👇
What are debt mutual funds?
Mutual funds that invest in fixed income
Types of Debt Funds
Based on the fixed-income securities they invest in 1. Liquid 2. Overnight 3. Short term 4. Gilt fund 5. Banking and PSU debt fund
6.Dynamic Funds 7. Medium Duration Funds