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Nikhil Kamath sees energy transition stocks as key India bet

Nikhil Kamath views energy transition stocks as essential investments, while IT sector offers contrarian opportunities amidst market challenges.

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economictimes.indiatimes.com

thehindubusinessline.com

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thehindubusinessline.comStai leggendo1 mese fa

Nikhil Kamath sees energy transition stocks as key India bet

Nikhil Kamath views energy transition stocks as essential investments, while IT sector offers contrarian opportunities amidst market challenges.

originale

economictimes.indiatimes.com1 mese fa

Nikhil Kamath sees energy transition powering next wave of opportunities

Kamath targets energy transition across EV, battery manufacturing, power transmission and grid, driven by Middle East geopolitical tensions. For IT leaders: signals critical infrastructure shift reshaping vendor stack, grid systems and cross-value-chain opportunities in energy resilience.

Timeline cronologica

martedì 23 giugno 2026·economictimes.indiatimes.com
Nikhil Kamath sees energy transition powering next wave of opportunities
Nikhil Kamath, Zerodha co-founder, sees significant investment potential in the energy transition, citing the U.S.-Iran conflict's emphasis on energy security. He's eyeing…
martedì 23 giugno 2026·thehindubusinessline.com
Nikhil Kamath sees energy transition stocks as key India bet
Nikhil Kamath views energy transition stocks as essential investments, while IT sector offers contrarian opportunities amidst market challenges.