Curious to learn about what sectors will see more action in the run up to 2030 where we are slated to become a $5trn economy and lots of companies have done Capex investments across sectors. What specific sectors, companies (listed or startups ) will benefit. Collective logic and name taking might help us all
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 -
Understandable. Gift city, airports, more smart cities and many such initiatives are expected. In private, lot of cement steel players have upped Capex last 1 year. What are some companies you would name in private and psu space who will drive the infra trend
Ultra tech, ACC (Adani group), Tata Steel, IRCTC are on top of my mind as of now.
Here are some of my picks:
Infra:
Batteries/Power/Energy/Exchange:
1.Excide Industries 2. HBL Power 3. IEX 4. Tata Power
Defence: (Wars will never end)
Healthcare:
Housing: (Modi will announce affordable housing)
Ethanol:
Praj Industries
Mishtann
BAJAJ Hindustan
Shree Renuka Sugars
Triveni
I'm bullish on AI as well.
Reasons for these names and sectors pls
Strong fundamentals and I have done some research. 70% of these are in my portfolio.
EV, Healthcare, Specialty Chemicals & Pharma, Power & Infrastructure, targeted OEMs, Banking, Real Estate
Any logic to support your answer and names of companies?
It's the fundamentals. IT/Tech gave a good boost to the consumption engine within our country. But to add another USD 5 trn, we need tobstoke the appetite of an mountain load of people. Oil and gas is on a decline, global oil consumption will start to slump as EV penetration increases. EVs, and OEMs in this sector are a good bet. Also more margin in higher value specialty/petro chemical than just regular cracking. Lots of potential there. This mountain of people will need to stay, and currently there is more demand than supply of housing. All of which will again require specialty chemicals, power, infrastructure and finance. Hence banking, real estate and specialty chemicals are good bet. The country is continuing its path to reposition itself as a global manufacturing and logic hub, so again real estate, specialty chemicals, power, infrastructure and banking become good bets. And lastly a lot more people will be on WFH than ever before. Which implies more healthcare issues, hence healthcare and pharma are good bets.
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.
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
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
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
Exchanges: for obvious reasons- MCX, BSE and soon to join the list- NSE
Some other themes to track- tourism (Indian Hotels, Lemon tree, Safari industries); FMCG/FMCD (Cantabil retail, Marico, Kings Infra, Voltas, Tata consumer, etc)
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