Overview
During the 3-day conference at Trident BKC, Mumbai we hosted about 151 companies, with more than 500 clients registering and consuming 3,600 meetings. The conference's main track speaker sessions were not only engaging but also emerged as a significant highlight, leaving the audience enriched with a wealth of valuable takeaways.
Despite attendance by managements of disparate sectors, enthusiasm about future growth and India’s manufacturing resurgence was clearly evident. A pivot towards green energy is a given and will entail billions, as India strives towards a net-zero target by 2070. Ironically, while most companies (infrastructure/capital goods, EMS, banks, consumer discretionary, retail, etc) share a confident outlook, investors at the margin are more cautious. While valuations give a reason for this, on the brighter side, it could prevent a sizeable drawdown.