A compelling investment case is building for India, driven by its recent market underperformance, attractive relative valuations, and peaking investor interest in other major Asian markets like China and Japan, says Gautam Trivedi, Managing Partner at Nepean Capital LLP.

Trivedi is bullish on the financial sector. "The good news is that you have seen a lot of M&A activity, strategic change in CEOs, restructuring," he said, noting that these events are creating exciting triggers across commercial banks, non-banking financial companies (NBFCs), and gold loan companies.

His firm's primary strategy for playing the artificial intelligence (AI) theme is through the power sector. Citing a Wall Street Journal report, he highlighted that AI data centres' electricity consumption in the US is pro

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