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Day 2. Panel 4. Mint Investment Summit 2020
Day 2. Panel 4. Mint Investment Summit 2020

Mint Investment Summit - Infrastructure: The opportunity in crisis

Industry leaders shared their thoughts on infrastructure and the opportunity it holds for the businesses in the country at Mint India Investment Summit

Top business minds from various backgrounds came together to discuss the infrastructure sector in India. The panelists discussed the subject of 'Infrastructure: The opportunity in crisis'. These were the panelists for the session:

Deep Gupta, Managing Director, Macquarie Infrastructure & Real Assets

Vinod Giri, Managing Partner – Master Fund, NIIF

Saurabh Agrawal, Managing Director – Infrastructure, South Asia, CDPQ

Kavita Saha, Senior Principal and Head of Infrastructure, India, CPP Investments

Hardik Shah, Managing Director, KKR

Neeraj Menon, Partner, Trilegal

The event was moderated by Manish Aggarwal- Partner and Head, Infrastructure M&A, and Special Situations Group, KPMG in India.

Here's what panelists said:

"Our thesis for infrastructure investment in India is based on sound views that India as a country is going to have a very important role to play in the world," says Saurabh Agrawal, Managing Director – Infrastructure, South Asia, CDPQ.

"Banks are flushed with cash right now," says Hardik Shah, Managing Director, KKR.

"One thing that's critical for us is certainty of contract and underlined framework," says Hardik Shah, Managing Director, KKR.

"We are long term investors. We are not here to invest for 3-5 years and move on," says Hardik Shah, Managing Director, KKR.


"No sector is off the table for us in the current environment": Hardik Shah, Managing Director, KKR.


"Core infra will the point of focus for us," says Kavita Saha, Senior Principal and Head of Infrastructure, India, CPP Investments.

"Development has been too risky for the returns it has offered," says Deep Gupta, Managing Director, Macquarie Infrastructure & Real Assets.

"As far as India is concerned, we still see the core traditional infrastructure as fairly strong for a number of years" says Kavita Saha, Senior Principal & Head of Infrastructure, India, CPP.

"The government has to really facilitate land acquisition, execution clearances, regulatory clearances, which gives comfort to investors to act as developers," says Vinod Giri, Managing Partner – Master Fund, NIIF.

"Today we don't have pool of developers who are bankable," says Kavita Saha, Senior Principal and Head of Infrastructure, India, CPP Investments.

"Core infra in India will be driven by patient capital. The key point being 'patient', says Neeraj Menon, Partner, Trilegal.

"It's certainly not all bad in the infra sector," says Hardik Shah, Managing Director, KKR

"Most government departments we have interacted with, they are willing to listen": Hardik Shah, Managing Director, KKR.

"If you talk to most of the large global investors, they will be quite bullish on India," says Deep Gupta, Managing Director, Macquarie Infrastructure & Real Assets.

"It's not good that every new technology is subjected to an extreme level of regulation because to build new technologies, minds need to think out of the box," says Neeraj Menon, Partner, Trilegal.

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