Nikhil Kamath Backs Energy Transition Stocks as India’s Top Theme Amid US-Iran War
Updated
Updated · Bloomberg · Jun 23
Nikhil Kamath Backs Energy Transition Stocks as India’s Top Theme Amid US-Iran War
2 articles · Updated · Bloomberg · Jun 23
Summary
Energy transition is now Nikhil Kamath’s top India investment theme, with the Zerodha co-founder saying the US-Iran war has strengthened the case for the sector.
Kamath pointed to opportunities across the value chain, highlighting electric-vehicle makers, battery companies, transmission firms and power grids as areas to watch.
Bloomberg Television carried the comments in an interview with Kamath, who also co-founded True Beacon Investment Advisors, underscoring how geopolitical conflict is reshaping Indian market bets.