News
ET Alpha Wealth Summit | Kotak's Nilesh Shah bets on India's electrification story over next decade; flags AI as the wildcard — India's energy self-sufficiency is a decade-long investment theme, driven by aggressive electrification to reduce import dependence. Experts highlight solar, storage, and nuclear power, alongside transmission infrastructure. The shift to EVs faces rare-earth bottlenecks, prompting domestic innovation. AI offers another significant, albeit different, growth avenue. Investors should manage thematic risks by scrutinizing receivables and diversifying across value chains.
17 Jun 2026 Read article