6 MEGA THEMES I'm Betting On that'll shape INDIA's GROWTH STORY over Next 10 Years

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In this video, we explore six megatrends poised to shape India's future and present lucrative opportunities for investors. These trends include urbanization, climate tech, digitization, healthcare, financialization of savings, and manufacturing. It is my belief that investing in these six mega themes offers significant potential for long-term growth in your wealth & helps investors capitalize on India's evolving economic landscape. Let's dive into each one:

1. Urbanization: With 40% of the population expected to live in urban centers by the next decade, this shift creates significant demand for real estate, infrastructure, and urban services. Key sub-themes include home loan providers, construction copmpanies, consumer durables and hospitals

2. Climate Tech: Climate-related businesses, or climate tech, are critical as India aims for net-zero carbon emissions by 2070. Key sub-themes include renewable energy, electric vehicles, energy infrastruction and green technologies

3. Digitization: India's digitization drive has transformed various sectors, creating numerous investment opportunities. Key sub-themes include IT services, e-commerce, specialized services and digital infrastructure

4. Healthcare: It's a rapidly growing sector in India and is expected to expand by 12% annually over the next decade. Key sub-themes include single specialty hospitals, multi-specialty hospitals, medical equipment, healthcare technology and diagnostics

5. Financialization of Savings: It explains the shift from traditional assets to financial products is accelerating in India. Key sub-themes include banking & NBFCs, capital market participants, asset management and retirement funds

6. Manufacturing: India’s manufacturing sector is experiencing a transformation with a focus on technology and innovation. Key sub-themes include core industries, emerging sectors, technology integration and logistics

👉 Video Chapters:
00:00 Mega Trends for India
01:04 1. Urbanization
04:08 2. Climate Technology
07:53 3. Digital Transformation & Infrastructure
10:36 4. Healthcare
12:53 5. Financialization of Savings
15:15 6. Manufacturing
17:15 Shankar's Viewpoint

#megatrends #indiafuture #indiarising #megathemes #urbanization #climatetech #digitaltransformation #healthcareindia #manufacturinginindia

Disclaimer: I am not a SEBI registered investment advisor or research analyst. I am not registered with PFRDA or IRDA either. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented. Some of the links I have posted in the video, the description, the comments and other related resources might be affiliate links

[ashokca]

1. Urbanization (Real estate, Infra, Hospital, Hotel, Electrical equipment etc
2. Climate ( Renewable, Waste mgt, Energy Generation, batteries, Wind turbines etc)
3. Digitization ( online portal apps, Digital infrastructure, IT Sectors, AI related companies)
4. Healthcare ( Hospitals, Mfg of medical equipment, Diagnostics)
5. Financialization of household savings ( Broking, Fintechs, AMC, Stock exchanges, Depository)
6. Manufacturing ( Technology, Automobile, Electronic, Capital goods, Construction Equipment, Semi conductors)
6.

[mahi_]

Indeed an underrated channel. Way to go!!!👍👍👍

[tchakradharreddy]

You are really the best person among many influencers outside who eventually asks to jojn community and pay the money for sharing info. Thank you shankar for your efforts and i wish you great success.

[sonumeena]

Sir जी यदि
1 निफ़्टी 50
2 नेक्स्ट 50
3 मिड कैप 150
4 स्माल कैप 250
5 माइक्रो कैप 250
इन सभी इंडेक्स में एक बहतरीन रणनीति से निवेश किया जाये तो भारत क लगभग सभी ग्रोथ स्टॉक्ज़ के ग्रुप में निवेश होता हैं जो अगले 10 साल के लिये बहतरीन निवेश साबित हो सकता हैं। जो औसत 18 के cagr से अधिक रिटने बना सकता हैं

[arjungupta]

1. Urbanization - home loan provider, construction co.s, consumer durables and hospitals.

2. Climate - climate tech, renewable energy, EVs, power generation, transmission & storage, pipes cables wires, smart grids batteries, solar panel wind turbines manufacturers, raw material lithium cobalt sourcing, r&d.

3. Digitization - IT services co.s, e-commerce players oyo swiggy Flipkart Zomato, specialized tech services data engineering cloud computing, digital infra building co.s. like data centre fibre cables etc

4. Healthcare - single specialty hospitals/clinics, multi speciality hospitals, manufacturers of medical equipment & consumables, healthcare technology, diagnostics.

5. Financialization of household savings - shift from traditional assets classes. Banks & NBFCs, capital markets participants bse nse cdsl crisil icra care cams, AMC mutuals funds wealth management asset management, retirement fund mgt.

6. Manufacturing - key sector automotive capital goods construction equipment cement chemicals fertilizer pharmaceutical etc., Emerging sector semi conductor agri tech waste mgt., Tech led manu iot 3d printing, logistics

[albus]

Great work like always Shankar...Recommending you to my friends as well... Thank you..

[sauravghosh]

Very crisp, logic driven and insightful analysis sir - thanks a lot for all the work you put behind all these videos, and an extra vote of thanks for the homour you add in your graphics…how do I subscribe to your newsletter please?

[baskarchockalingam]

wowww...it's a content to be discussed for many days..u have summarised in few mins.. excellent bro, 👍👍

[VishKrish]

Thanks sir . Plz start a recommendation service for mutual funds where you could advice us to buy sell hold, part buy, part sell, on thematic small and mid cap funds. This wud be of immense help to retail investors and i wudnt mind spending money for this .

[AutomationTwist]

I got to know about your channel from Rishab Dev, I think you know him. I don't know why YouTube didn't show your channel earlier. Super helpful content, you're not producing content like a media company. It's authentic, geniune and practical. Thank you so much! 😊

[RohiShetty]

Thanks, Shankar! Very helpful, indeed.
What about the Self-Development sector?

Waiting for the next issue of your newsletter.
Many smiles and much metta.

[saikrishnakaruturi]

It’s the clean presentation that the video more accessible.

[naveenkumarsharma]

Excellent and very informative video presentation 👏👏👏👏

[ShakeelAhmed-wqeo]

Thank you for the very insightful and significant information especially the timing of it. With India's growth story, there is much logic now to know where to invest.
Cant wait for your smallcase!!

[arjunna]

As always excellent and crisp content! Would have loved couple of the company shortlists you think of the mega theme/sub theme/ sub industries!

[amanarora]

Awesome. Thanks for sharing beautiful top down analysis and insight in to sun-rising sectors.

[ramd]

We value your opinion very much Shankar. A very professional and no non sense content

[harshitsinha]

Amazing insite Shankar ji . Kudos to your research skills. Hands down . 🎉

[balajicanabady]

Thank you Shankar for expressing such valuable insights, I want to extend my heartfelt gratitude.❤ Your video has been a great source of knowledge and has equipped us to make informed investment decisions...
Waiting eagerly for your smallcase or PMS options from you

[SandipanNaths]

14:00 Shankar, your picture could have completed the frame. I mean it...