|| SHANIWAR SAMWAD || 30-10-2021

 A few months back government declared an asset monetization program along with others. Just a few days back one column in the daily newspaper saw that the Airport Authority of India, send a list of airports for privatization.

Yesterday only NHAI had listed its road asset in the form of InvIT, in the exchange. The interested party includes the Sovern wealth fund and many marquee names in the world for the same.

The number of Unicorn is the highest in the world, the count is going on.

The listing of corporates is increasing year on year basis. The business confidence is high, which is reflected in corporate earnings and sales figures.

The micro and macro indicators are in positive territory.

This year we can expect reasonable success in the disinvestment front as Air India's disinvestment has entered in final stages.

There is also serious discussion on the Bank privatization front, which will pave way for future disinvestment.

The amount lent by Banks and NBFC is increasing and in some cases, it has touched the pre covid level. Property prices have started to increase pan India basis, so the occupancy in property for rent. 

The industrial output is more than 75%. They have started the process of expansion.

The sentiments across the world are positive towards our country which increased by 100 Cr. 

Indeed the discipline has increased after the pandemic.  
The first time we are seeing that the PLI scheme is working on the ground, the result of all these is visible on the ground with increased export as well as reduced import, till now corporate used to take subsidies and no work on the ground.

Right now, China plus policy and other benefits of India like demography and the huge domestic market is making everybody think first of India than another country.

Make in India plus PLI has given us self-sufficiency in the pharma sector, now the imports are coming towards zero import. The same is true for the consumer electronics sector. RERA has started its work in the ground with the delivery of the home to buyers, new project launch, and delivery is going on simultaneously. The SBI Cap exited a few projects with an IRR of 12% and units being delivered to buyers after a gap of more than 5 years.

It is just beginning all other benefits will drive the in near future. We just said that pandemic has made us disciplined, the biggest example is 100Cr. vaccine shots as well as other compliance.

The whole picture will emerge in the next few years with the increased wealth for us.






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