Power Transmission - Investment Theme for Long-Term Growth |

Power Transmission - Investment Theme for Long-Term Growth |

Learn2Invest Series: Episode 47

Join me, Vivek Bajaj, as he explores the power transmission theme, its value chain, top stocks, and strategies for long-term investment success. Learn how to analyze and track themes effectively. Watch now and share! Link - https://bit.ly/PPT_Transmission_Power...

What You Will Learn?

Vivek Bajaj outlines his investment philosophy centered around themes that shape various stocks, particularly focusing on power transmission within the renewable energy sector. He emphasizes the significance of understanding investment themes to make informed decisions and build conviction for significant investments.

With a government plan to allocate substantial funds for power transmission over the next decade, he highlights the essential roles of smart grids and smart meters in improving efficiency and overcoming challenges posed by renewable sources. Bajaj discusses key players in the power transmission market, such as Dixon and Hitachi Energy, noting the growth potential in areas like the smart meter market, which remains under-penetrated in India. 

About Mr. Vivek Bajaj

The passion for data, analytics and technology is what makes Vivek Bajaj a financial market survivor. The journey as a market participant started in 2002 when the first trade was executed in the options contract of ITC. Life was simpler and easier during that time. Since then technology and Big data have taken over totally. As an early adapter to the complex tools, Kredent was formed to capitalise on the opportunities. He is co-founder of StockEdge and is committed to bring simplicity in the complex world of market data. He is a Chartered Accountant, Company Secretary and an MBA from IIM Indore. He is a part of various committees of exchanges and regulator and he has been an active contributor in the evolution of Indian Derivatives Market.

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