Rahul Bhushan looks at the previously bankable infrastructure sector and explains why he believes it is time to rethink allocations...
Infrastructure has long been, justifiably, viewed as a safe bet by investors. It's backed by "real", tangible assets like roads, railways, and ports. And the sense of security this provides has often stood in stark contrast to the prevailing volatility of many other asset classes. But this now looks to be changing. Technological advances, sustainability imperatives, and evolving economic needs mean infrastructure's reputation as a path to stable returns is becoming increasingly nuanced. Such factors are necessitating a major shift in the way the space is approached. So, with this ...
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