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Lens
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Profile
Secular Currents
Structural themes shaping Indian markets
40 themes
14,061 mappings
Technology & Digital
India digital infrastructure
364
cloud
data center
5G
broadband
IT - Software · Telecom · IT - Hardware
12yr
Growth
Data center build-out
68
data center
colocation
hyperscale
server
IT - Software · Real Estate · Power +1
15yr
Early Growth
5G rollout and monetisation
96
5G
spectrum
tower
small cell
Telecom · IT - Software · Electronics
7yr
Growth
SaaS and IT services
503
SaaS
cloud
IT services
digital transformation
IT - Software · IT - Services
10yr
Growth
AI and ML enterprise adoption
527
artificial intelligence
machine learning
AI
ML
IT - Software · IT - Services · Analytics
20yr
Emerging
Fintech penetration
599
fintech
UPI
digital lending
neobank
Banks · NBFC · Fintech +1
10yr
Growth
Digital payments ecosystem
349
UPI
digital payment
POS
QR
Fintech · Banks · IT - Software +1
8yr
Growth
Education technology
68
edtech
online learning
skill
training
IT - Software · Education · Media
10yr
Early Growth
Green & Energy
EV transition
378
electric vehicle
EV
battery
lithium
Automobile · Auto Components · Batteries +1
18yr
Early Growth
Clean energy transition
428
solar
wind
renewable
clean energy
Power · Renewable Energy · Capital Goods
20yr
Early Growth
Green hydrogen
44
green hydrogen
electrolyser
hydrogen
fuel cell
Power · Oil & Gas · Chemicals +1
20yr
Emerging
Renewable energy capacity addition
312
renewable
solar module
wind turbine
green power
Power · Renewable Energy · Capital Goods
20yr
Early Growth
Electric mobility supply chain
235
battery pack
BMS
motor
charger
Auto Components · Chemicals · Electronics +1
18yr
Emerging
EV charging infrastructure
28
charging station
EVSE
DC fast
battery swap
Power · Auto Components · Infrastructure +1
18yr
Emerging
Green buildings and sustainable construction
67
green building
LEED
IGBC
sustainable
Real Estate · Building Materials · Infrastructure
15yr
Emerging
Circular economy and waste management
269
recycling
waste management
circular economy
e-waste
Chemicals · Infrastructure · Capital Goods +1
15yr
Emerging
Manufacturing & Defence
PLI manufacturing
1760
PLI
production linked incentive
manufacturing
make in India
Capital Goods · Electronics · Consumer Durables +1
8yr
Early Growth
Defence indigenisation
195
defence
military
indigenisation
DRDO
Defence · Capital Goods · Aerospace +1
15yr
Early Growth
Semiconductor fab ecosystem
44
semiconductor
chip
wafer
fab
Electronics · IT - Hardware · Capital Goods +1
20yr
Emerging
Capital goods upcycle
1135
capex
order book
EPC
turbine
Capital Goods · Engineering · Infrastructure
8yr
Growth
Auto components export
290
auto component
export
OEM
tier 1
Auto Components · Automobile
12yr
Growth
Space technology
38
space
satellite
ISRO
launch vehicle
Aerospace · Defence · Electronics +1
18yr
Emerging
Drone economy
55
drone
UAV
unmanned
aerial survey
Aerospace · Defence · Agri +1
15yr
Emerging
Financial Services
Banking credit growth
564
credit growth
NIM
loan
advances
Banks · NBFC · Housing Finance
15yr
Growth
Insurance penetration
54
insurance
penetration
premium
underwriting
Insurance · Life Insurance · General Insurance +1
18yr
Early Growth
Wealth management
488
wealth
AUM
mutual fund
PMS
AMC · Brokers · Financial Services +1
15yr
Early Growth
Consumer & Lifestyle
Premiumisation
554
premium
luxury
aspirational
brand
FMCG · Consumer Durables · Retail +1
20yr
Growth
FMCG premiumisation and D2C
177
FMCG
D2C
direct to consumer
personal care
FMCG · Consumer Durables · Personal Care
18yr
Growth
Rural consumption revival
337
rural
agriculture
MSP
monsoon
FMCG · Fertilizers · Tractors +2
8yr
Mature
Tourism and hospitality recovery
192
tourism
hotel
hospitality
travel
Hotels & Restaurants · Airlines · Travel +1
8yr
Growth
Healthcare access
395
healthcare
hospital
diagnostic
telemedicine
Pharma · Healthcare · Hospitals +2
20yr
Early Growth
Materials & Infrastructure
Chemical China+1
574
china plus one
import substitution
chemical
specialty chemical
Chemicals · Specialty Chemicals · Pharma +1
10yr
Growth
Specialty chemicals growth
346
specialty chemical
fine chemical
intermediates
fluorine
Specialty Chemicals · Chemicals
10yr
Growth
Real estate upcycle
682
real estate
housing
residential
commercial
Real Estate · Cement · Building Materials +1
6yr
Growth
Building materials demand
362
cement
paint
tile
plywood
Building Materials · Cement · Pipes +2
8yr
Growth
Water infrastructure
207
water
Jal Jeevan
pipeline
desalination
Infrastructure · Capital Goods · Pipes +1
15yr
Early Growth
Logistics modernisation
220
logistics
warehouse
cold chain
last mile
Logistics · Transportation · Shipping +2
12yr
Growth
Textiles PLI and export
524
textile
garment
yarn
fabric
Textiles · Garments · Fashion
7yr
Early Growth
Agriculture & Rural
Agritech modernisation
294
agritech
precision agriculture
crop
seed
Agri · Fertilizers · Pesticides +2
15yr
Emerging
Pharma CDMO and API
239
CDMO
API
contract manufacturing
clinical trial
Pharma · API · CDMO +1
12yr
Growth