Who really benefits from ‘Made in India’?

India’s investment cycle is changing. After years of consumption-led growth, capital is increasingly moving towards manufacturing, technology and strategic industries.

In this episode, Ishmohit breaks down five major capex opportunities — semiconductors, space, EVs, EMS and aerospace & defence — while also exploring the data center boom and the value chains behind these industries.

The focus is not on stock picking, but on understanding where capital is flowing, how new ecosystems are being built, and which businesses could benefit as these sectors scale.

If you want to understand India’s next capex cycle and how to identify potential winners, this episode is worth your time.