Ravi Dharamshi, CIO of ValueQuest Investment, predicts that India will become an energy-exporting nation within ten years, driven by a shift from fossil fuels to renewable energy, particularly solar. He emphasizes the importance of protection for strategically significant sectors and discusses the evolving nature of consumption and the prospects for various financial segments.
Geopolitics, crude risk and the IT conundrum: Sridhar Sivaram on why investors may need to stay selective
Geopolitical tensions in West Asia are creating market uncertainty, impacting energy supplies and capital flows. While Indian equities have shown resilience, prolonged conflict could significantly