Shalab Gupta Bibhab Founder, Bibhab Capital
Dalal Street Investment Journal|October 24, 2022
Transportation And Logistics: The New Sunrise Sectors
Shalab Gupta Bibhab Founder, Bibhab Capital

After reaching a peak in October 2021, the Indian stock markets have remained below that level for an entire year so far. Rising inflation across the world and geo-political developments like the RussiaUkraine war have taken a severe toll on the global markets. Such situations are a good occasion for investors to look for newer or under-explored opportunities for investments. These could be companies or sectors with a promising future once the global headwinds have passed. One such sector is the transportation and logistics sector. Let us understand the potential of this theme.

More Power to Transportation

While developed economies such as the United States and the European countries are under the pressure of inflation and the resulting slowdown, the Indian economy is expected to continue its growth at a pace faster than most other economies. This strengthens the case to be optimistic on the Indian economy in the near to long term. On its part, the Government of India is increasing its focus on infrastructure development. Government spending on infrastructure like roads and railways is at a record high with the government pledging to spend ₹10 lakh crore on the strengthening of infrastructure, according to the Union Budget 2022-23.

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