China and India Infrastructure

Download: Information brochure

Trusted Sources, in cooperation with Urandaline Investments, presents two new reports that examine the China and India infrastructure booms and highlight the opportunities they offer to both direct and portfolio investors.

Trusted Sources’ partner, Urandaline Investments, is a leading specialist consultancy focused mainly on Chinese industry. Its founder Michael Komesaroff has been doing business in China for 30 years.

These reports were researched and written by a team of economists, political analysts and sectoral specialists on the basis of extensive contacts with key players in the relevant sectors of the two countries.

They stand out as the only research products that combine a comprehensive assessment of infrastructure trends in China and India with a focus on how investors can best capitalize on the opportunities ahead.

China Infrastructure: Playing the Boom
The development of China’s infrastructure remains in high gear as strong economic growth continues the expansion of the last three decades. Investment will be driven by the Chinese state but will offer excellent prospects for portfolio investment in well-positioned local firms and foreign companies occupying niche positions.

Sample PDF downloads:
China's sea ports
The water sector
The railway sector
The electric power sector
Inland water transport
Executive summary

India Infrastructure: Playing Catch-up
With the backwardness of India’s infrastructure constraining rapid growth, the authorities are trying to catch up by pushing regulatory reforms at the federal and state level to attract more private capital and expertise into relevant sectors. India’s infrastructure poses unique risks, but potential rewards for portfolio and direct investors are high.

Sample PDF downloads:
Airports and civil aviation
Ports and harbour facilities
Roads
Railways
Electric power
Financing
Executive summary