Infrastructure stocks: Stay bullish, hedge to participate in next round of re-rating: 6 infra stock with an upside potential of up to 39%

Among the sectors which have seen a strong re-rating in the last five years, probably infrastructure is amongst the top ones. Like many other sectors here also the re-rating has been largely due to policy push and government spending. If one looks at the performance of the companies in the last five years, there has been clearly strong growth across the board. So, policy continuity becomes critical for this sector and the stocks. The