Economic rebound is going to happen from the infrastructure Sethuram Iyer

In chat with ET NOW, Sethuram Iyer, Chief Investment Officer, Daiwa Asset Management, tells his expectations from the infrastructure sector.


What do you expect from the infrastructure sector?

Ultimately, a rebound in the growth of the economy it is going to happen from the infrastructure sector. That is where the thrust of the growth is going to come from.

So where it is likely to start and how it is going to happen is something which we need to wait and watch because it could happen from any area of the infrastructure space and this is particularly a location where a government or political intervention is definitely going to be very significant.

I do not see otherwise how the economy can spring from 5% to 5.5% growth into a 7.5% to 8% growth path.