Скачать или смотреть What’s Next for India’s Infrastructure Market? Watch Ajay Argal Decode Value, Potential & Risk

Join Ajay Argal in this exclusive interview as he dives deep into India’s infrastructure sector and investment strategies. He explains why infrastructure opportunities remain long-term yet cyclical, how thematic funds allow smart sector rotation, and why execution and capital discipline are key for sustainable returns.

Learn how Ajay evaluates sub-sectors, manages risk, and balances conviction with diversification. He also discusses the role of government policy, private and public sector CapEx, and emerging financing structures like InvITs and REITs in shaping the future of Indian infrastructure.

Whether you’re an investor, a finance enthusiast, or looking to understand the dynamics of cyclical sectors, this conversation is packed with actionable insights and expert perspectives to help you navigate India’s growing infrastructure landscape. ‪@TempletonIndia‬

Timestamps:
00:05 Introduction
00:41 Is India’s valuation premium still justified?
04:30 Are mid & small caps still at a premium?
07:15 How is 'QSGV' framework applied in the current market?
10:23 Value & Focused Funds: Lagging or Time to Reset?
15:05 What could shift the cycle back in favour of value?
17:40 Is value investing policy-driven or stock-driven?
19:02 What drives the large-cap bias across strategies?
20:20 How does Ajay Argal balance concentration and diversification in top holdings?
22:43 Ajay Argal on the fall in BSE Infrastructure stocks
27:25 How is today’s infra cycle different from the mid-2000s?
29:35 Do InvITs & REITs help infra developers unlock value?
31:31 Infra & power: real shift in capital use or still risky?
33:28 Which renewable models are truly investible?
35:27 How Ajay Argal spots quality infra firms?
37:20 Most compelling infra theme for the next decade?
38:58 How does Ajay Argal value infra stocks vs. other sectors?
41:25 Closing

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