Fairval

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$110bn of stalled projects?

Posted by fairval on November 10, 2013

A report by GS has an interesting chart (the one on the right). If you add up the two types of stalled projects (Industrial and Infra) it adn. ds up to a humungous $110bn. How much of this will land up as bad debt?

It is not clear how long these could be stalled since. But the number is big enough to be 20-30% of the chart on the right (cumulative capex of last 4-5 years)

Capex cycle data

Capex cycle data

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