🌍 Indian investors' portfolios are mostly India only, with no Tesla, no Nvidia, no Amazon, no Google or LVMH.
A 10–15% allocation to overseas funds gives access to global giants & megatrends worth trillions. Check these 7 international funds, study them & take your call 🧵👇..
⭐ Invesco Global Consumer Trends Fund
• 1Y return 70% , 3Y CAGR 25%
• Bets on $30T+ global consumer market , leaders like Amazon , Netflix , Lululemon , Sea Ltd
• Captures wallet shifts to ecommerce , premium lifestyle & digital payments
⭐ Edelweiss Greater China Equity Offshore Fund
• 1Y return 53% , 3Y CAGR 12%
• China $18T economy , leads in EVs , 5G , fintech
• Invests in Alibaba , Tencent , BYD , CATL
• High policy risk , but China is 30% of global manufacturing
🇮🇳 Power sector will need ₹3 trillion investment in next 5 yrs ⚡
Target: from 200 GW of clean energy today → 500 GW by 2030.
Massive capex across transformers, cables, switchgear, insulators & towers.
Here's 60+ power stocks that could benefit big.
👇 Mega Thread 🧵...
India’s energy demand to rise ~6% CAGR this decade.
Needs ₹20–25 tn capex by 2030, with power equipment industry already a $70 bn+ market growing 10%+ annually.
This theme is surely 🇮🇳 backbone to progress & its too vital & too big for to ignore!
Investors : Let's get specific
By 2030, estimates of E-commerce trade is India is that it could cross $350 bn+, making 🇮🇳 the 3rd largest e-com market after US & China.
🚀 10 E-Commerce/New-Age fast growing 🇮🇳 Companies Worth Tracking ! 🧵👇.....
2️⃣ Medplus Health Services
• Revenue up 23% YoY, PAT up 35% in Q1
• 4,000+ stores, targeting 7,000 in 3 years
• Same-store sales still compounding at double digits
• Expanding diagnostics & private label for margins
• Deep reach in Tier 2/3 cities powering scale
EVs, missiles, mobile chips, even wind turbines, all need 1 thing: Rare Earth Elements.
🇨🇳 China produces & processes most of it but 🇮🇳 India is finally fighting back !
Leading the charge is a ₹13,000 Cr capex by GMDC.
Lets dive into this underrated strategic Firm !
🧵👇...
Why REEs matter now:
• April 2025: China restricted REE exports
• Impacted Indian firms: Uno Minda, Bosch, Sona Comstar
• India holds 6.9% of global REE reserves
• GMDC is the front-runner in India's REE self-reliance push
Govt support + capex visibility = tailwind for GMDC.
India’s rare earth moment 🇮🇳
• India aims to reduce China dependency
• GMDC’s lab (GSRC) working on REE extraction tech
• Potential to meet 15% of India’s Nd-Pr needs
• Used in EVs, wind turbines, & missiles
GMDC is prepared to become India’s REE R&D hub.
While everyone is busy chasing the next Zomato or Nvidia, its India’s next ₹10 lakh Cr opportunity that needs to be tracked. It may look boring or invisible, but it powers AI, UPI, cloud & Digital 🇮🇳 & it's growing at record speed !
Here are some 🗝️ insights🧵👇...
India’s data centre capacity is on track to reach 3 gigawatts by FY30 & infact could touch 6 gigawatts by in FY'33.
Right now we are at just 1.1 GW so that’s massive growth ahead.
Annual capacity addition is picking up to 300 to 350 megawatts per year backed by over ₹2 lakh crore of fresh investments
This is not just about servers and cables
It’s the hidden infrastructure behind everything we use like UPI, fintech, OTT, e-commerce, edtech, and now AI too.
Vacancy rates in data centres have dropped from 20% in 2019 to under 5% by 2027
India is already in the top 15 global DC markets and the second fastest growing in Asia-Pacific
Over the last many years, I have read investing books + studied markets + spoken to wealthy Indian families + observed how money impacts people's life.
👉Sharing my 11 key learnings!
A detailed 🧵 on wealth, kids, freedom, investing & what being “rich” truly means!
👇Dive in..
1. "The magic of starting early"
Wealth rewards those who begin early, not those who rush late.
• ₹5000/month SIP for 30 yrs @12% CAGR = ₹1.75 crore
• ₹15,000/month SIP for 15 yrs = just ₹75 lakh
Starting early buys you compounding. Starting late forces you into a lot of unnecessary catching up. A 25 ys old investor can beat a 40 yr old with 3x salary !
2. "What we think wealth looks like"
In our culture, we often think someone is wealthy if they own a big flat in South Bombay or Gurgaon, take multiple foreign trips a year, drive a luxury SUV & have a consistent flow of income.
But actual wealth looks like:
• Waking up without stress
• Living a life on your own terms
• Earning even when you’re not working
When money stops controlling you & starts working for you, that’s REAL wealth !