Infrastructure: Private-corporate capex to gain ground :: report for Sep 12 :: Kotak Sec, PDF link

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Infrastructure: Private-corporate capex to gain ground
` Decline in projects seeking funds in FY2014 led by pre-election standstill in
4QFY14
` Capex spends expected to improve
` Contribution of large projects has corrected meaningfully
` No dramatic shift in industry mix away from power/metals
` Data qualification: some gaps exist, but metric still captures capex intentions
on a consistent basis

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LINK
http://www.kotaksecurities.com/pdf/indiadaily/indiadaily12092014np.pdf