Make in India. Grid. Aerospace. Storage. Semiconductors. Everyone sees the headline. The real story lies a layer deeper.
What if the real opportunity is hiding behind the headline?
A grid boom.
Aerospace orders.
Battery storage.
Semiconductor fabs.
The theme is visible.
The pockets within it are not!
We look beyond the headline : From the theme → to the value chain → to the bottleneck → to the pockets where value is being created.
