Why India is Well Positioned in the Energy Crisis

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In this podcast, we are joined by Krishna Sanghavi, Chief Investment Officer – Equity at Mahindra Manulife Investment Management, for a detailed discussion on the future of India’s power and energy sector. The conversation starts with why the power sector has been performing strongly in recent years and the major growth drivers that could continue shaping the industry over the long term.

We also discuss how global events like the Iran conflict can impact India’s energy security and why reliable power generation is becoming increasingly important as the country’s electricity demand continues to rise. The discussion covers the opportunities available for investors in the power sector, along with related themes such as electrification, renewable energy, solar, and green hydrogen.

Krishna also shares insights on the challenges within the sector, China’s role in the solar industry, and India’s long-term advantage in building energy infrastructure. Towards the second half, the conversation focuses on how investors should think about valuations in power companies, how to judge whether the sector is overvalued or undervalued, and why electrification could become a major global theme in the coming years.

If you want to understand the long-term potential of the power and energy sector from both a macro and investment perspective, this episode offers practical and insightful viewpoints in a simple and easy-to-understand way.

Disclaimer:
The ideas, analyses, and strategies shared on this platform are for educational purposes only. They should not be interpreted as financial advice. Any decision to act on the content provided is made at your own risk.

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Timestamps:

Видео Why India is Well Positioned in the Energy Crisis канала Kirttan Shah