EY's Ahuja On Indian Infrastructure Outlook, Challenges

The video discusses India's massive infrastructure build-out, highlighting the ambitious targets set by the government and the role of private investments. It covers the types of deals and investors involved, including pension funds and sovereign wealth funds, and notes the increasing participation of retail investors through instruments like REITs and Invids. The video also addresses the risks associated with infrastructure projects in India and the returns that investors can expect, emphasizing the government's efforts to mitigate risks through a balanced concession framework.

What ambitious targets has the Indian government set for infrastructure development?

• 100,000 kilometers of national highways

• 200,000 kilometers of national highways

• 300,000 kilometers of national highways

• 400,000 kilometers of national highways

Which types of assets are seeing investments in India's infrastructure sector?

• Only Greenfield assets

• Only Brownfield assets

• Both Greenfield and Brownfield assets

• Neither Greenfield nor Brownfield assets

What is a significant trend in the size of infrastructure deals in India?

• Deal sizes are becoming smaller

• Deal sizes remain unchanged

• Deal sizes are becoming larger

• Deal sizes are decreasing

What has limited retail investors' appetite for infrastructure investments in the past?

• Low risk

• Short gestation periods

• High returns

• Long gestation periods

What instrument has the Government of India introduced to encourage retail investment in infrastructure?

• REITs and InvITs

• Stocks

• Bonds

• Mutual Funds

How does the Indian government manage risk allocation in infrastructure projects?

• By allocating risk to the government

• By allocating risk to the private sector

• By balancing risk allocation to the best-suited party

• By avoiding risk allocation

How do the returns from Indian infrastructure projects compare to those in mature markets?

• Lower than mature markets

• Equal to mature markets

• A few percentage points higher than mature markets

• Significantly higher than mature markets