Time to think of the repair cycle? 8 engineering stocks from India’s capital goods ecosystem with upside potential of up to 26%
At a time when the markets are focused on war, crude oil, inflation, and supply disruption, it is easy to miss a quieter shift. India’s engineering and capital-goods sector is slowly becoming part of a wider industrial ecosystem: Power transmission, electrification, process industries, industrial utilities, water systems, automation, backup power, and global subcontracting. The Gulf region may eventually create repair and rebuilding opportunities, but the larger opportunity is domestic. India itself...