Interview | Bank of America’s Amish Shah on why India’s valuation premium appears justified

Improving infrastructure (focus on Gati Shakti), a bottleneck in the past, could improve asset turns and lower logistic costs, which in turn could aid expansion in return on equity

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/interview-|-bankamerica’s-amish-shahwhy-india’s-valuation-premium-appears-justified_16002201.html