Ambit's Rahul Mody on Indian Infrastructure

The video discusses the ongoing trend of global pension and sovereign funds investing in Indian infrastructure, driven by a developed regulatory framework and growth potential. It highlights the evolution of investment strategies, with a focus on operating assets and the introduction of Infrastructure Investment Trusts. The video also covers funding sources, emphasizing the role of global funds, and identifies key sectors like roads and renewables. Finally, it explores the impact of the green transition on future investments, particularly in renewables and green hydrogen.

What are the main reasons for global pension and sovereign funds to invest in Indian infrastructure?

• Developed regulatory framework and growth potential

• High short-term returns

• Lack of investment opportunities elsewhere

• Government subsidies

How has the nature of investment in Indian infrastructure changed over the years?

• From renewable to non-renewable sectors

• From domestic to international focus

• From development companies to operating assets

• From operating assets to development companies

What is the purpose of Infrastructure Investment Trusts (InvITs) introduced by the Indian government?

• To eliminate foreign investment

• To focus on non-renewable energy

• To increase short-term profits

• To provide tax incentives and robust governance

Which entities are expected to contribute the most to India's infrastructure funding?

• Individual retail investors

• Global pension and sovereign funds

• Local small businesses

• Government grants

Which sectors have attracted the most foreign investment in India so far?

• Healthcare and education

• Roads and renewables

• Real estate and manufacturing

• Telecom and agriculture

What is a significant factor driving investment in India's renewable energy sector?

• Government restrictions on other sectors

• India's commitment to net zero by 2070

• High immediate returns

• Lack of other investment opportunities

What is the expected role of green hydrogen in India's infrastructure investment?

• It will replace solar energy

• It is expected to be a minor player

• It will be a key sector alongside wind and solar

• It is not considered in current plans