Making Hay While The Sun Shines

Every sector goes through expansion, peaks and troughs. If we look around us the renewable sector looks like one with huge tailwinds. Yogesh Supekar discusses the sector’s outlook while focusing on the exact investing opportunities where investors can remain invested for the long term 

If there is any one sector in India that has grabbed maximum headlines in 2022, it is the renewables sector. The amount of investments the sector is able to attract has surprised most of the market participants. Along with the renewables sector we can see capex happening in the railways and defence sectors too. Also, ground realities indicate that the capex in private sector is in alignment with the PSU spending. The government direction (policy initiatives) and expansionary policies (government spending) are guiding capex expenditure in India.