«So, thermal; renewable; transmission; distribution with smart meters; pump storage; airports, Jewar, Navi Mumbai, these are all happening sectors,» says Vinayak Chatterjee, The Infravision Foundation.
The private sector capex is not starting. We all are waiting, waiting, waiting and watching. Why is that?
Vinayak Chatterjee: Actually, it is strictly not true that private sector capex is not happening. Let me outline for you the sectors where robust private sector investment is happening. So, I really do not know why you say that. Take the case of power, there is an uptick in investments by private sector in new green field as well as picking up distressed thermal coal assets and pumping more money into them.
So, thermal; renewable; transmission; distribution with smart meters; pump storage; airports, Jewar, Navi Mumbai, these are all happening sectors.
In social infra, if you see healthcare, real estate and now the announcement of new industrial cities. If you see some marquee announcements, there have been the announcements on chips, on mobile manufacture, on batteries with Ambanis.
On digital, there is a boom in data centres and as I said, there is massive investments happening, announced on chips, mobiles, electronics, batteries, etc.
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