- Author sees a reasonable bearish case for NIFTY/SENSEX: labor-arbitrage disruption is hitting large-cap IT, while domestic investors offset foreign selling.
- CRDMOs are the strongest sector thesis; AI-assisted drug discovery could push Indian firms upstream from late-stage small molecules into mAbs, peptides, and gene therapies.
- Electronics manufacturing and renewable-energy infrastructure are expanding rapidly; rising exports could help narrow India’s trade deficit and support long-term growth.
- The author is optimistic about globally important Indian businesses emerging from a more audacious startup culture, but says capturing them requires active selection rather than passive exposure.
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