Synopsis
A sector that continues to see a strong policy focus both at the central and state levels, and also an improvement in its operating matrix, is the power sector. However, given the diverse nature of companies which operate in the power sector, it would be worthwhile to make a distinction between segments. Where should you take higher exposure, and where lower? Transmission is literally a monopoly business. Once a transmission line is built, revenue is stable. Should it be given more valuation than a coal power producer?
At a time when there are so many moving parts to the global equation it would be better to focus on domestic plays. Sectors where what China and the US do, and what Trump says, don’t matter. One condition, though. That the sector should, on a stand-alone basis, be doing well. Power as a sector has seen a major improvement in its operating matrix. This has led to an across-the-board re-rating. But a deeper look reveals that there are some
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