@1957 - Thanks for all insights. Reading everything, my current thought is not to invest in any particular type of Energy players - Hydrogen or Li or Sodium etc. but rather invest in companies with solid management/promoters who are committed to the below stories of India (some names which come to mind) -
- New Energy story of India - RIL, Tata Power (If one is interested in conglomerates or power sector)
- New Automobile Story of India - Tata Motors, M&M (i.e. if one is interested in Automobile sector)
- New enabling tech story of India - Software/Design side - Tata Elxsi, KPIT, LTTS (if one is interested in engineering tech sector)
- New enabling tech story of India - Hardware/Infra side - Hitachi Energy, ABB, L&T (if one is interested in capital goods/infra tech sector)
Need to study MTAR and other related tech/infra tech firm - As my interest lies in enabling Tech side sector.
More thoughts welcome!
Disc: Invested in Tata Elxsi, LTTS & Hitachi Energy hence biased. Above post is only for academic purpose and no buy/sell recommendation. These are just random evolving thoughts and I can be completely wrong in all my assessments.