| Housing-A Key Growth Driver While the infrastructure sector has traditionally won eye-balls in the contest for domestic growth, nothing is more important than growth of the Housing market in the country. With appreciation of underlying assets, tighter and cleaner loan books, housing finance companies are likely to outperform and outshine plain vanilla banks, simply because they are focused upon a core need. The names that spring to mind are: HDFC, GIC HF and Can Fin all of whom have the tacit backing of the GOI or state sponsored entities.
Optimism in the market about an improving domestic economy and sentiment toward Information Technology/Informat India Property Sector-
Due to the revival of housing demand, improving balance sheets of most property companies, and signs of a recovery in the commercial property sector. We see revival in demand driven by an improving economy and IT/ITES sector: An improving economy and sentiment toward the IT/ITES sector are driving demand for housing. Residential sales have increased steadily over the past year, and inquiries in the commercial segment continue to rise. Improving balance sheets: Rising demand for residential property and an improvement in companies' ability to raise funds from the capital markets have helped to improve the balance sheets of real-estate companies due to the improvement in cash flow. We expect the pick-up in the commercial sector to lead to further improvements in the balance sheets of real-estate companies. Safe Harbor Statement: Some forward looking statements on projections, estimates, expectations & outlook are included to enable a better comprehension of the Company prospects. Actual results may, however, differ materially from those stated on account of factors such as changes in government regulations, tax regimes, economic developments within India and the countries within which the Company conducts its business, exchange rate and interest rate movements, impact of competing products and their pricing, product demand and supply constraints. Nothing in this article is, or should be construed as, investment advice. |
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