ACTU
29/04/2026Résumé IA
Motilal Oswal Private Wealth deploys cash into power, auto ancillary themes
Motilal Oswal Private Wealth is deploying 20-25% cash holdings into high-conviction themes, with power (particularly renewables/solar) as top allocation given expected electricity demand growth to 271 gigawatt. Auto ancillary export opportunities via upcoming FTAs and mid-size private sector banks are secondary themes, while IT remains avoided due to execution challenges.
E
Economic Times2 min de lecture