Investment Schemes – AlphaBets

Major Impact Sectors

  • Automobile & Auto Components
  • Pharmaceuticals
  • Textiles
  • Gems & Jewellery
  • Defence
  • Information Technology
  • Capex related

Infrastructure Boost

  • Trillion dollar Infrastructure requirement of ~INR 65,000 bn (2012-17)
  • The Govt. announced a $ 137bn capex in rail network over the next 5 years
  • Target of 30kms of road construction everyday by FY17
  • Development of inland waterways
  • De-bottlenecking several large projects which are stalled

Efficiency

  • Increasing financial inclusion
  • Sharp fall in commodity prices
  • Introduction of GST
  • Strong reforms being implemented
  • Falling Interest rates
  • Speedy clearances of Government projects

Capital Formation & Credit Growth

  • Capital formation to move back on growth trajectory
  • Pick up of investment activity by corporates
  • Credit growth is at the point of inflection and should revert to higher levels