Ravi Dharamshi, CIO of ValueQuest Investment Advisors, highlights the energy transition theme as a significant investment opportunity. He emphasizes the potential in solar energy and power transmission sectors. Despite the current popularity, Dharamshi believes these trends have long-term growth prospects and advises investors to diversify across multiple themes for balanced portfolios.
Ahead of Market: 10 things that will decide stock market action on Monday
Indian equity benchmarks ended the week marginally lower amid sustained FII outflows and US-India trade uncertainty, though sentiment improved after a US Fed rate cut.