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.
Commodity upcycle: Why copper and aluminium could explode in coming quarters. Should Indians invest?
As the precious metals rally matures, market attention is shifting towards industrial commodities like copper and aluminium. Analysts believe structural supply shortages, booming AI and
May 28, 2026