India’s power demand is set to soar to about 4 trillion units by 2035, requiring an estimated Rs 65 – 70 trillion in fresh investment – a scale few global infrastructure themes can match. Omni Power Capex & Currents shows where that capital is likely to flow and what could drive the returns: • The…
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India’s power sector is entering a historic growth phase, set to become the backbone of the country’s $10 trillion economic ambition by 2035. With electricity consumption projected to nearly triple—from 1.4 trillion units in 2023 to over 4 trillion units by 2035—this transformation is being powered by structural shifts in industry, urbanization, digitalization, and electrification…
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Operation Sindoor has intensified India’s focus on defence, vigilance, and strategic preparedness. This renewed emphasis aims to not only safeguard the nation’s borders and citizens but also protect its critical resources, economic and trade infrastructure, and digital ecosystem. Recent significant resource allocations underscore this commitment to boosting preparedness. With India expected to become a $10…
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The Indian manufacturing sector currently stands as one of the primary growth sectors in India, catering to both domestic and international markets. First 2 phases of India’s transformation through the Amrit Kaal vision focused on building the digital and the physical infrastructure. Phase 1 created a nationwide marketplace with GST, ONDC, UPI, Jan-Dhan accounts, Aadhaar,…
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On the occasion of Indian Railways Day, we are delighted to present our latest research report on one of India’s fastest-growing growth vectors — The Great Indian Railways. India is rapidly transforming its railways with bullet trains, indigenously developed semi-high-speed trains, station modernisation, new lines, and dedicated freight corridors. An estimated ₹50 lakh crore (~$600B)…
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The Indian banking sector is experiencing robust growth and stability, with key indicators at impressive levels. Gross Non-Performing Assets (GNPA) have fallen to a 13-year low of 2.75%, while Net Non-Performing Assets (NNPA) are at a 20-year low of 0.60%, reflecting a healthy loan portfolio. Profitability is at a 20-year high, with the Net Interest…
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Introducing our latest research report, Budget Battle 2025: Consumption vs Capital Investment, a comprehensive analysis of the Government of India’s fiscal strategy. This budget has captured attention with a landmark tax relief—raising the zero tax slab from INR 7 lakhs to INR 12 lakhs. This shift is expected to leave an extra INR 1 lakh…
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We are pleased to share with you our latest research report, which delves into the current landscape of the Indian equity markets and provides valuable insights into identifying alpha-generating opportunities. In this comprehensive study, we explore key market trends, sector performance, and our Scientific Investing Framework designed to help investors navigate the market with greater…
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We are thrilled to share our latest research report on the power sector, highlighting why it’s an attractive investment opportunity right now. Our in-depth analysis covers insights on: India’s Power Sector: What is driving this growth vector? Growth Expectations Power Capacity Additions EV industry as a major power consumer Impact of Growth of Data Centers…
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We are thrilled to share our latest research on Bank Sector. Our latest research report delves deep into the Indian Banking Sector, offering valuable insights into its current landscape and future trajectory. Our in-depth analysis covers insights on: India’s Banking Industry: What is Driving this Growth Vector? India’s Credit Growth Story Asset Quality of Indian…
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