Rohit Sipahimalani, Temasek's Co-chief Investment Officer and India head, does not share the widely expressed view that the Indian economy is in serious trouble.
Is India a challenging market? "Not really," he says. He is not being diplomatic. "We see infrastructure as a significant sector," he adds.
Infrastructure is one of India's weakest links and its state seems to encapsulate the policy paralysis in the government.
Temasek, however, is unperturbed, and is looking for opportunities in a sector the Planning Commission estimates will require $1 trillion investment in the next five years. (A trillion is 100,000 crore.) Full story
