Manufacturing, industrialisation & power capex are structural stories: Rahul Chadha

January 8, 2025

The China plus one strategy encourages diversification of suppliers due to geopolitical risks, which benefits Indian companies across various sectors. In pharma, both traditional and CDMO segments show opportunities. The industrial sector grows more attractive as interest rates drop and currency stabilizes. The strategy also provides a competitive edge to Indian exporters facing Chinese competition.

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