By any chance have you stumbled across SREI Infrastructure as an investment idea?
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No study for it although I know little bit of this. As I said before all (good, bad, ugly) companies in right sector generally outperform the market. But there are little problem with financial sector. It is rise of interest rate. Financial sector is first hit by rise/fall of interest rate and first to recover as-well. Rest of the industry follow it with delta lag. Interest rate scare is quite real unlike most ppl imagine.
But still in rise of interest scenario, financial sector is best bet. When cost of money increases existing assets start yielding more. Although it will not compensate fully for slow-down in new asset yields but it provides cushion.
In light of above idea, SREI Infra could be a good bet. Remember in any company management integrity is foremost important. One should never put money in chor managements. I guess you can study more about this company and let all TED know the findings ..
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