To your mind, which are the compelling themes for investors? And why?
India’s external energy dependence has created a macro risk and this has created opportunities for investments. We expect newer opportunities to emerge in renewable energy and storage. Manufacturing in India has become competitive due to lower costs of energy and manpower. …we can now be an alternative hub to China from a global derisking point of view. Similarly, industries like chemical, metal-based segment are also expected to do well. Traditional sectors such as pharma, textiles, auto ancillaries and agricultural products may continue to gain ground.
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