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REITs, publicly-listed InvITs may get to raise foreign

Investment opportunity driven by: REITs, publicly-listed InvITs may get to raise foreign capital via DRs; Oil steadies after two-day slump as investors eye Hormuz traffic. Key sectors: Infrastructure, Technology.

Opportunity Radarβ€ΊREITs, publicly-listed InvITs may get to raise foreign
91/100

Excellent Opportunity

REITs, publicly-listed InvITs may get to raise foreign

InfrastructureTechnologyReal EstateAutomotive

Confidence Score

83%

Confidence

Time Horizon

3 – 5 Years

Risk Level

Medium

Trend

Positive

Why this opportunity exists

Investment opportunity driven by: REITs, publicly-listed InvITs may get to raise foreign capital via DRs; Oil steadies after two-day slump as investors eye Hormuz traffic. Key sectors: Infrastructure, Technology.

  • Strong government focus on Infrastructure and Technology
  • Multi-year investment cycle with visible order pipeline
  • Key beneficiaries: ICICIBANK, ADANIENT
  • Supported by budget allocations and policy frameworks

Top Beneficiary Companies

CompanyImpact ScoreImpactTrend
IC
ICICI Bank
91Positive↑
AD
Adani Enterprises
89Positive↑

Supporting Events

05

2026-08

REITs, publicly-listed InvITs may get to raise foreign capital via DRs

General

Sebi proposed allowing real estate and infrastructure trusts to raise foreign capital. This move aims to broaden foreign investor access to India's investment trust market. Depository receipts will enable trading in foreign currency on international exchanges. Privately listed infrastructure trus

05

2026-08

Oil steadies after two-day slump as investors eye Hormuz traffic

General

Oil prices experienced a slight stabilization as market participants keenly observed developments regarding the U.S.-Iran conflict. Recent reports from mediators indicated advances toward resolution, which initially contributed to a decrease in prices. As a result, Brent crude futures saw a modest u

05

2026-08

Molbio Diagnostics IPO to open on August 10, price band set at Rs 768-807

General

Molbio Diagnostics is set to launch its IPO on August 10, 2026, with a price band of Rs 768-807 per share. The Rs 939.70 crore public issue comprises a fresh issue of Rs 200 crore and an offer for sale (OFS) of Rs 739.70 crore by existing shareholders. The molecular diagnostics company plans to use

05

2026-08

HSBC picks ICICI Bank, Titan, 8 other stocks to ride a potential $25 billion FII inflow as AI trade volatility looms

General

HSBC expects India to attract up to $25 billion in foreign equity inflows if global investors rebalance portfolios away from volatile AI-driven markets. The brokerage has identified 10 preferred stocks, including ICICI Bank, Titan, M&M and Adani Ports, citing strong earnings visibility, domestic

05

2026-08

Nifty can rally to 28,615 by this December in Axis’ bull case scenario. Here’s why

General

Axis Direct expects the Nifty to climb to 28,615 by December in its bull-case scenario, driven by a revival in private capex, resilient domestic demand and improving earnings. The brokerage remains overweight on BFSI, healthcare and capital goods, while cautioning that global risks and elevated valu

Sectors Impacted

Infrastructure
25%
Technology
25%
Real Estate
25%
Automotive
25%

Expected Timeline

Policy & Announcement

0 – 6 Months

Policy approvals & early investments

2

Capex Ramp-up

6 – 18 Months

Project execution & procurement surge

3

Execution

18 – 36 Months

Capacity expansion & adoption scale

4

Maturity

3 – 5 Years

Revenue realisation & strong cash flows

Financial Impact (Next 3 – 5 Years)

Revenue Potential

β‚Ή27.3 – 45.5 Lakh Cr

EPS Growth Potential

16% – 23% CAGR

Market Size Growth

18%+ CAGR

Investment Cycle

Multi-year

Investment Verdict

Strong Conviction

Opportunity score 91/100 Β· 83% confidence Β· Medium risk Β· Positive trend

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