Power sector will get a boost if NDA comes to power: UR Bhat

In a chat with ET Now,UR Bhat, MD, Dalton Capital Advisors, shares his views on infrastructure.



ET Now: Drilling it down to specific sub sectors within infrastructure like power, utilities or engineering companies, which is the pocket that you particularly interested in?

UR Bhat: Power is one where there would be greatest thurst because that is sort of new potential prime minister’s claim to fame that he is giving 24 x 7 power in Gujarat. Therefore that is something that he would probably want to make it happen all over the country. There is a lot of hope in power sector.



ET Now: So you look at power generation companies like an NTPC, Adani Power etc. so on so forth or are power ancillaries or power financers are better play?

UR Bhat: The whole gamut because once you address the problems in the power sector so those policy issues are addressed and all of them will start looking up.