Corporate VCs bullish on India but rush is yet to start: TDK Ventures founder Nicolas Sauvage
A infrastructure development with market-wide reach.
· LiveMint Companies
Semiconductors, AI infrastructure and robotics are the main areas of interest in India, alongside energy transition and digital transformation.
The analysis
Infra spending is both an economic-cycle signal and a direct order pipeline for capital-goods names.
Market context
- Sector exposure: Infrastructure.
In this story
Infrastructure
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