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 factors are driving global pension and sovereign funds to invest in Indian infrastructure?

What is the expected annual investment in Indian infrastructure from global funds?

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

What challenges do foreign investors face when investing in Indian infrastructure?

What role do Infrastructure Investment Trusts (InvITs) play in attracting investments?

What are the key sectors attracting foreign investment in India?

How is the transition towards green energy impacting foreign investment in India?