Over the subsequent 5 years, Tandon is bullish on sectors tied to India’s home financial system. Energy is seen as a decadal alternative with sturdy tailwinds. Infrastructure — together with ports, airports, and EPC firms — is about to learn from ongoing public funding. As infra builds up, the supplies sector can even thrive. Moreover, consumption is rebounding on account of tax advantages and fee cuts, whereas hospitality and healthcare are rising as high-potential service segments.
