India's capex boom shows resilience across multiple sectors
after close1 source ↓written by the desknot a recommendation
- in six months
- 28.6% return
India's capital expenditure boom is now more diversified, impacting sectors like defence, renewable energy, and urban infrastructure. TCG AMC's MD, Shahzad Madon, highlights that this broad growth reduces reliance on any single sector, suggesting a sustainable earnings growth trajectory. The TCG India Investment Opportunities Portfolio has achieved a 28.6% return in six months, driven by robust earnings rather than mere valuation expansion.
Not investment advice. For informational purposes only.