India: Infrastructure

* A Golden Quadrilateral for railways, Amitabh Dubey, 3 May 2013
The Dedicated Freight Corridor Project creates opportunities in construction and container logistics
* India’s coal crisis, Deepak Gopinath, 21 Oct 2011
The government will muddle through but domestic shortages and pricier imports will hit power producer margins in the near term
* Potholes in India’s road infrastructure story, 28 Sep 2011
* Infrastructure development constrained by skills shortage, Shumita Sharma Deveshwar, 13 Jan 2011
Specialist private-sector education companies provide the only real solution
* Japan’s strategic advantage in the Indian market, Amitabh Dubey, 9 Nov 2010
A strengthening political alliance creates investment opportunities for Japanese firms and their Indian partners
* The virtuous circle of better rural roads, Shumita Sharma Deveshwar, 29 Oct 2010
Improved access to rural markets is underpinning sustainable consumer demand growth, which is being tapped by early movers in autos, FMCG and pharma
* How to hedge infrastructure project execution problems, Amitabh Dubey, Shumita Sharma Deveshwar, 6 Oct 2010
The Commonwealth Games fiasco reflects wide-ranging but manageable risks
* Why real estate developers’ share prices lag behind asset valuations, Shumita Sharma Deveshwar, 23 Sep 2010
Despite strong recovery in the physical market, perceived low corporate governance standards are depressing stock prices
* Why the ports sector is India’s infrastructure laggard, Shumita Sharma Deveshwar, 13 Aug 2010
Problems with seaport development reflect broader infrastructure policy flaws
* Commercial property misses the recovery bus, Shumita Sharma Deveshwar, 11 Feb 2010
The prospect of stagnant office rentals has broader economic significance