According to a report by the Canadian Imperial Bank of Commerce (CIBC) on Yahoo, governments are both stimulating the economy and investing in the future by spending on infrastructure.
CIBC sees an opportunity for investors to “capitalize on the pending (infrastructure) boom”. In Canada, CIBC has estimated that 40% of infrastructure spending will be in the power sector, especially clean energy like hydro and nuclear. CIBC also sees significant infrastructure spending in the transportation and health sector. “That raises the prospects, not only of benefits for traditional infrastructure suppliers like transit and transportation equipment manufacturers and engineering firms, but also information systems suppliers.”

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