Power transmission offers biggest long-term opportunity; textiles near bottom: Nepean Capital
India’s biggest long-term investment opportunity may not lie in power generation companies, but in the smaller firms supplying equipment for the country’s massive power transmission build-out, according to Gautam Trivedi, Co-Founder of Nepean Capital. As investments in renewable energy, artificial intelligence (AI) and data centres accelerate, he believes the companies enabling this infrastructure are likely…
