5 trn economy, which sectors will benefit in startups and stock markets

As far as I can see, in the upcoming 5 years, lots of investments in AI are going to happen changing the way we work in India.

One of the biggest sectors that is going to benefit from this is the supply chain. For example, truck drivers will get AI assisted trucks reducing accidents, overnight driving stress and increasing revenue of the people. But at the same time lots of jobs especially delivery boy jobs are going to reduce overtime as drone assisted deliveries and robot assisted sorting in the warehouses will revolutionize the logistics. Another sector that is getting benefits from AI is marketing, they already are getting the benefits. With generative AI, it is easy to create marketing posters and prepare content for advertisements.

Aside from AI, electric vehicles are only going big for the upcoming 5 years. Charging infrastructure will get better, people will buy EV more and diesel vehicles will be non existent while petrol vehicles will decline in demand.

Then there are blockchains. Maybe finally we would be able to utilize it for elections to overcome rigged elections. Aside from that, blockchain based eRupee is coming that will bring big changes in the fintech. So investments in fintech should increase as eRupee is launched.

My input - Infrastructure!

Reasons -

1. Govt spending is the biggest source of investments, we aren’t much of social welfare society.
2. Everyone makes money in infra spending. The approving saheb, consulting companies, construction companies (owned by politicians) and international players (like of JCBs and others)
3. We are far behind in public infra to a point cities like Bengaluru on brink of breakdown.
4. High chances BJP comes to power in 2024, from the beginning they are pro-infra

Here are some of my picks:

Infra:

1. IRB Infra
2. GMR Infra

Batteries/Power/Energy/Exchange:

1.Excide Industries 2. HBL Power 3. IEX 4. Tata Power

Defence: (Wars will never end)

1. Bharat Dynamics (Might split, has a face value of 10)

Healthcare:

1. Narayana Hruda
2. Apollo
3. Fortis

Housing: (Modi will announce affordable housing)

1. HUDCO
2. Indiabulls Housing

Ethanol:

1. Praj Industries

2. Mishtann

3. BAJAJ Hindustan

4. Shree Renuka Sugars

5. Triveni

I'm bullish on AI as well.

EV, Healthcare, Specialty Chemicals & Pharma, Power & Infrastructure, targeted OEMs, Banking, Real Estate

1. Specialty chemicals and pharmaceutical: Chlorination as a process is very dangerous and most of the industry is shifting to Fluorination. 2 companies to benefit the most- Navin Fluorine and GFC.

2. EV: While most of the money is flowing to the big names, battery recycling would be a big industry which won’t come into limelight but would be a money generator. Track- Gravita India

3. Infra and defence: Govt spending won’t slow down, I don’t think this needs explanation. Track- L&T, Ultratech, Zen Tech, Mazgaon dock, HAL, BEL

4. Finance: If India has to grow, consumption needs to increase which gets aided by Finance companies. Track- HDFC Bank, CSB Bank, Bajaj Finance, Cholamandalam,
   HDFC Life, SBI cards

5. Exchanges: for obvious reasons- MCX, BSE and soon to join the list- NSE

6. Some other themes to track- tourism (Indian Hotels, Lemon tree, Safari industries); FMCG/FMCD (Cantabil retail, Marico, Kings Infra, Voltas, Tata consumer, etc)