The global push towards energy transition has emerged as one of the most compelling investment themes for Nikhil Kamath, co-founder of Zerodha Broking, with the recent U.S.-Iran conflict underscoring the strategic importance of the sector and opening up opportunities across its value chain.
Speaking in an interview with Bloomberg Television's Minmin Low, Kamath said businesses linked to electric vehicles, battery manufacturing, power transmission and grid infrastructure are among the areas he is watching closely. The geopolitical tensions in the Middle East have reinforced the need for energy security and accelerated the long-term shift towards cleaner and more resilient energy systems, he indicated.
