Ravi Dharamshi says energy transition is a giga theme in which he has highest conviction.

Discussion in 'Portfolios Of Famous Investors' started by Vidhi Khanna, Dec 24, 2024 at 4:53 PM.

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  1. Vidhi Khanna

    Vidhi Khanna Active Member Staff Member

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    Ravi Dharamshi says energy transition is a giga theme in which he has highest conviction. Cos will become so big in 5-7 years that their present topline will become the bottomline. Valuations are cheap. Solar modules, green hydrogen, ethanol, EVs are themes to bet on
     
    Vidhi Khanna, Dec 24, 2024 at 4:53 PM
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