NATIONAL LOGISTICS POLICY - A GAMECHANGER 
Dalal Street Investment Journal|September 26, 2022
The Indian economy and equity markets are both in a sweet spot. Within the sphere of Indian economy, if there is any sector that has caught investors’ attention recently, it has to be the logistic sector post the announcement of the National Logistics Policy. Mandar Wagh discusses in detail the contours of the policy and highlights some of the outperforming stocks in the logistics sector in India
Mandar Wagh
NATIONAL LOGISTICS POLICY - A GAMECHANGER 

The logistics sector in India is suddenly the most happening sector post the announcement of the National Logistics Policy. The noble target and vision of the policy tells us a lot about what to expect from the new India under the leadership of Prime Minister Narendra Modi. For investors it is important to understand the details of the National Logistics Policy and then derive some of the most promising investment ideas that can create wealth for the investors in the long term.

Outline, Vision and Targets

Logistics efficiency is a function of infrastructure, services such as digital systems, processes and regulatory framework as well as human resources. The launch of PM Gati Shakti National Master Plan (NMP) for multimodal connectivity infrastructure to various economic zones is a transformative approach for improving logistics efficiency and reducing logistics cost while aiming to integrate the existing and proposed infrastructure development initiatives of various agencies to ensure first and last mile connectivity for seamless movement of people and goods. The PM Gati Shakti National Master Plan covers development of integrated infrastructure and network planning to be addressed for efficiency in services and human resources.

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