One sector where you are bullish

In Indian context, it's absolutely going to be Electronics manufacturing / Infrastructure (especially Transportation) / Real estate related. All of these sectors are picking up steam due to China + 1 policy of various companies and friendshoring.

AI/ML - Not a unique insight. The year 2024-2025 is going to be all about AI/ML, so jump on that bandwagon ASAP.

Blockchains. Even the Indian govt is using it for record keeping, even if not regulating applications like crypto currencies and the whole market that has sprung up.

Public ledgers that can be beacons of truth in the age of misinformation, deepfakes and scams are extremely underrated still imo.