SandeepTandon’s Top Themes: Power, infra, and India’s next big bets – ​India’s Elevated Perception = Elevated PE Multiples

Over the next five years, Tandon is bullish on sectors tied to India’s domestic economy. Power is seen as a decadal opportunity with strong tailwinds. Infrastructure — including ports, airports, and EPC companies — is set to benefit from ongoing public investment. As infra builds up, the materials sector will also thrive. Additionally, consumption is rebounding due to tax benefits and rate cuts, while hospitality and healthcare are emerging as high-potential service segments.