The Cure for India’s Grid Instability: Unpacking the 7.5 Lakh Crore Hydropower and Pumped Storage Opportunity for Patel Engineering
Summary At Strategic Alpha, our methodology centers on identifying contrarian opportunities within out-of-favor sectors burdened by temporary headwinds or market overhangs. We view these neglected pockets of the market as fertile hunting grounds for identifying future winners. Currently, the broader infrastructure space exemplifies this theme. The sector has undergone a two-year consolidation phase following the […]