India’s next set of wealth creators could emerge from sectors riding structural tailwinds rather than just market momentum. From precision manufacturing and aerospace and defence to electronics manufacturing and AI-linked ancillaries, emerging opportunities are opening up for investors willing to look beyond the obvious.
In this edition of ETMarkets PMS Talk, we speak with Vaibhav Agarwal, Founder & CIO, Accelt Asset Management LLP, about how his team’s bottom-up stock-picking approach identifies businesses capable of delivering sustained earnings growth.
