Nilesh Shah from Envision Capital believes consumer demand in India is growing thanks to aspirational spending, despite disruptions from new market entrants. He emphasizes the need for job creation, upskilling, and private capital expenditure, prominently investing in sectors like financials, renewables, and smaller IT firms with growth potential.
How Adani’s $125 billion capex boom is creating new winners on Dalal Street
Adani Group’s massive investments in infrastructure are proving advantageous for various publicly traded companies. These affiliates are not only seeing significant growth in their order
August 10, 2026