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 The Equity Desk Forum :Investment Ideas - Creating winning portfolios! :Sector talk
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nitin_jagtap
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Quote nitin_jagtap Replybullet Posted: 07/Sep/2008 at 10:51am
Originally posted by sureshbazi

GMR infra in Airports etc
....with too much of govt control and interventions, huge initial costs leading to long gestation periods ....long pending land aquistions costs and problems ...this would be a difficult sector as of now ...I would look for pure play operators instead who will be asset light ....dont have too much of impact due to govt interventions ...the developers still have a uphill task...if they dont get their math right ...case is Hyderbad airport where expected trafffic has been below expectation so far .
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