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Export based themes that may do well as per Investor Shyam Sekhar -
1. Cotton Textiles - the ongoing labor practice issues in china is making West looks elsewhere, good opportunity for Indian textile specially cotton - from spinning to branded manufacturing.
2. IT - we all pretty much know how this works. In addition product exports like SaaS. Current high prices of most companies may hinder us from buying today. But they will grow, its a buy on dips.
3. Agri Exports - gov is keen on pushing this as they hv realized there is more value in exporting than internal consumption.
4. Engineering export - can see Indian cos buying European companies to then bring them inhouse and upskill, thus enabling them to compete globally while keeping costs at Indian rates.
5. commodities - Cost advantage enables cos to do well globally, esp. metals.
6. Pharma - Indian pharma are now stepping up quickly on export opportunities, how they stepped up to manufacture and export molnupiravir is an example.
1. Cotton Textiles - the ongoing labor practice issues in china is making West looks elsewhere, good opportunity for Indian textile specially cotton - from spinning to branded manufacturing.
2. IT - we all pretty much know how this works. In addition product exports like SaaS. Current high prices of most companies may hinder us from buying today. But they will grow, its a buy on dips.
3. Agri Exports - gov is keen on pushing this as they hv realized there is more value in exporting than internal consumption.
4. Engineering export - can see Indian cos buying European companies to then bring them inhouse and upskill, thus enabling them to compete globally while keeping costs at Indian rates.
5. commodities - Cost advantage enables cos to do well globally, esp. metals.
6. Pharma - Indian pharma are now stepping up quickly on export opportunities, how they stepped up to manufacture and export molnupiravir is an example.