India Industrials | Riding the Tailwind

725 Views03 May 2023 01:35
Pranav has highlighted this Insight as a Top Pick
  • India's strong growth projections are widely agreed upon, therefore warranting a deeper analysis of the key factors driving this growth, to identify potential deviations from projections.
  • The Industrials sector, supported by government initiatives, plays a critical role in the growth of the Indian economy and is currently benefiting from a strong tailwind.
  • While ABB India Ltd (ABB IN) and Polycab India (POLYCAB IN) are compelling investment ideas, caution is advised for Siemens Ltd (SIEM IN) and Havells India (HAVL IN).
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Pranav Bhavsar
Consumer Analyst / Channel Surveillance Specialist
India Independent Insight
IndiaConsumer Discretionary & Consumer StaplesEquity Bottom-Up