The utilities sector is evolving with a focus on renewable energy, infrastructure upgrades, and decarbonization. While policy support drives growth, challenges like regulatory uncertainties, financing constraints, and coal dependency remain. Companies must balance profitability with sustainability in a shifting landscape.
Finding winning stocks getting tougher, bottom-up ideas key: Sridhar Sivaram
Sridhar Sivaram maintains a cautious view but expresses optimism for the second half of the year. He anticipates a potential shift in market leadership away
July 30, 2025