India’s next phase of growth could be driven by a broader set of industries than the traditional large-cap leaders. From aerospace and electronics to CDMO, auto ancillaries and niche capital goods, several sectors are emerging as potential beneficiaries of manufacturing, supply-chain and structural shifts. But with valuations richer in parts of the market, identifying the right businesses—and paying the right price—remains critical.
Rajesh Kothari, Founder and Managing Director at AlfAccurate Advisors, believes the investment opportunity in India is expanding at the sector and company level. His focus remains on businesses with sustainable growth, strong fundamentals and valuations that make investment sense, rather than simply chasing the next popular theme.
