India's Biggest
Macro Themes
10 curated baskets built around structural tailwinds shaping the Indian economy. Each basket is a research starting point — not investment advice.
Companies benefiting from the structural shift in global supply chains. PLI scheme beneficiaries.
Global supply chains shifting away from China. India positioned as key alternative for electronics and components manufacturing.
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Capital goods and EPC companies riding India's massive infrastructure investment cycle.
India's ₹10L Cr infrastructure push — highways, railways, ports, urban metro, and power grid.
Financial inclusion and digital payment plays. Lending tech, insurance aggregators, and broking.
UPI reaching 10B+ monthly transactions. ONDC democratising e-commerce. Jan Dhan financial inclusion.
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Indigenous defence manufacturing — aerospace, naval shipbuilding, electronics warfare, MRO.
Atmanirbhar Bharat — 70%+ indigenous procurement mandate. Defence exports targeting $5B.
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Renewable energy, solar manufacturing, wind, EV makers and battery technology.
India targeting 500 GW renewable by 2030. EV adoption with PLI incentives and falling battery costs.
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Consumer plays targeting premium segments. Steady compounders with strong brand moats.
Rising disposable incomes driving premiumisation across jewellery, spirits, apparel, lifestyle.
Hospital chains, diagnostic labs, and contract development/manufacturing organisations.
Healthcare spend growing 12% CAGR. Medical tourism, diagnostics expansion, CDMO China+1.
Agriculture inputs, rural consumption, farm equipment, food processing — rural revival.
MSP hikes, rural income schemes, kharif/rabi normalisation. Farm mechanisation accelerating.
Residential and commercial developers across tier-1 cities. Strong pre-sales momentum.
Post-COVID housing surge, RERA trust restoration, affordable housing push, stable home loan rates.
IT services and data infra plays pivoting to AI. Cloud migration, GenAI, digital engineering.
GenAI adoption driving IT transformation. Indian IT pivoting to AI-led delivery and digital engineering.
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Full access to all baskets with stock details and quarterly rebalancing alerts
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