Chinese President visiting India from today - more mega JVs expected + PM Modi to visit the US next week and a mind boggling US$ 500 Billion worth of projects to be signed up for the next decade...
India will need a lot of infrastructure to be built and IO is the base of it all....
I visit India very regularly and every time I visit my regular places, I do get lost as there are so many flyovers/bridges/highways etc etc being built... and this is just the mid-point of their development....India is not yet at the saturation stage of what China is feeling now....
India 2014 is at the same stage of China 1994...
my money is on India for the next 20 years....
NSL Price at posting:
1.1¢ Sentiment: Buy Disclosure: Held
