Tread carefully on infrastructure

Tread carefully on infrastructure Investing in infrastructure is an investment in an operating business. It if is poorly managed, it can disappoint. But the opportunity is obvious
http://link.ft.com/r/73UJGG/FDBZ83/OJS3XZ/EKWLZ4/VTQ93I/VU/h?a1=2013&a2=8&a3=5