Complete Circle Wealth

India has announced a transmission plan to reach 500 GW of non-fossil fuel energy by FY30 (3x growth)

We need transmission line network of Rs 2.4 lakh cr. to be set up before renewable energy capacity gets commissioned

Implications -
This will result in order award of Rs 25000 cr. per year- over & above existing planned expansion Rs 1.2 lac cr. by Inter State Transmission Systems (ISTS) until FY26e

Energy and ancillaries is a BIG theme this decade.

May 2021: market cap hits $3 trillion

Nov 2023: $4 trillion

This $1 trillion was led by PSUs, auto, capital goods, and defense.

2030: The market will be $8–9 trillion

The next 4–5 trillion will have more manufacturing, energy, digital engineering, and AI. Every bull run has a change of leadership.

Focus on this and not on whether Nifty is already ATH :)

8-4-3 Rule for a retail investor is explained beautifully by ITI.

The first 50 lac corpus takes a long period of ~ 8 years
Next 50 L ~ 4 years
Then only ~3 years

After 20 years, you add almost 50 L+ every year.

- 's investment thesis

- Potential multi-baggers
- How to account for volatility

in conversation with Gurmeet Chadha on 'The Portfolio Manager'.

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India has announced a transmission plan to reach 500 GW of non-fossil fuel energy by FY30 (3x growth)

We need a transmission line network of Rs 2.4 lakh crore to be set up before renewable energy capacity gets commissioned

Implications
-This will result in an order award of Rs 25000 crore per year- over and above the existing planned expansion of Rs 1.2 lakh crore by Inter-State Transmission Systems (ISTS) until FY26e

Energy and ancillaries are a BIG theme this decade!

'मार्केट के महारथी' में

Complete Circle Wealth

के गुरमीत चड्ढा के साथ खास चर्चा

बजट हफ्ते में कैसी रहेगी चाल, बजट के दम पर कहां रहेगा एक्शन?
FIIs की बिकवाली कितनी बड़ी चिंता?
कहां बनाएं नई पोजीशन, कहां करें मुनाफावसूली?
बजट में कहां रहेगा खास फोकस, क्या हैं उम्मीदें?
कैसे रहे अब तक जारी हुए Q3 नतीजे?

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