@moatandvalue @sahil_vi @itsTarH 1. Healthcare
2. Cdmo/crams in Pharma and agro
3. Spechem
4. Music streaming
5. Building material
6. Exchanges
7. Ecommerce Businessess
8. Financialization
9. Niche Manufacturing due to cost arbitrage
10.Certain Auto anc cos with tie ups
11. Insurance space
12. Animal health

@sahil_vi @itsTarH 13. Cybersecurity cos abroad. Not in India.
14. Digital transformation: digital is an overused word though.
15. Biotechnology: emerging theme. Waiting for it to play out.
16. Green energy: some players already benefitting