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India investing themes for 2021 Part 3: Renewables and commodities

Once the inflation cycle sets in, the cost of power production through fossil fuels will rise with every passing year, with the energy switchover to renewables becoming a viable and attractive option.

December 29, 2020 / 05:35 PM IST
India investing themes for 2021 Part 3: Renewables and commodities

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PRO Only Highlights
Quarterly performance largely backed by improved realisations
Medium-term triggers China plus and protectionist measures for tyre industry
Valuations not inexpensive; but improved medium-term outlook

Macro tailwinds Commodity prices have been in a bear market for much of the last decade, thanks in part to subdued inflation. The unprecedented monetary and fiscal stimulus measures  (USD 20 trillion+ in 2020 and much more to follow in 2021) undertaken by the central governments around the world to counter the financial effects of Covid-19 could, however, lead to higher inflation over the next 18-24 months. Excess liquidity and surge of bankruptcies - in the aftermath of covid -...

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