Current Themes in Indian market

Govt policy continuation, changing trends in energy, upcoming sectors

Below are current promising themes and select few related companies :

Govt policy continuation on Renewable Energy and related Energy storage sector:

Also Electrification related companies:

• Solar Energy (Waaree Renewable Tech)

• Amara Raja Energy & Mobility

• Exide

• Polycab

• KEC International Ltd.

• Siemens

• Cummins

Changing Consumption patterns:

• Varun Beverages Ltd.

• Trent

Strong Automotive sales and manufacturing theme

• Uno Minda

• Gabriel India Ltd.

• Carborundum Universal Ltd.

• Sharda Motor Industries Ltd.

• Escorts Kubota Ltd.

Railways

• RailTel Corporation of India

• Rail Vikas Nigam Ltd.

Shipping

• Garden Reach Shipbuilders & Engineers Ltd.

• Cochin Shipyard Ltd.

• Mazagon Dock Shipbuilders Ltd (Recently became navaratna company)

Futuristic Technologies

• Aurionpro Solutions Ltd.

• Netweb Technologies

• Moschip Technologies

one more them is Defense manufacturing.

Study these companies from the point of view of

Growth and order books (if applicable)

Happy investing !