Ankit Gala

Chief Business Officer, ValueQuest | ex-Nuvama Wealth | Asset Management | Alternates | Equities | Views here are personal | RT are not endorsements.

[Prashant Nair @_prashantnair]

I sat down with Ravi Dharamshi of ValueQuest.

The central idea in his new report is this - The real story is not AI as a software revolution, but AI as the catalyst for a much larger global industrial capex supercycle.

He argues that AI, defence, energy transition, grid expansion, semiconductor sovereignty & supply-chain reshoring are one synchronised cycle because they all require the same physical layer - power, transmission, cables, transformers, switchgear, industrial automation, data centres cooling systems, precision engg, advanced mfg & more..

And this is where money will be made !

@VQIndia @CNBCTV18Live #Investing #Power #AI #Technology

https://t.co/GmQCjFbpPX

[CNBC-TV18 Prime @CNBCTV18PrimeIN]

What was missing from India's capex story till now?

@_prashantnair asks:

Balance sheets are strong, credit is available — so what was the gap?
Is AI data center demand the missing piece?

Ravi Dharamshi explains

@ravidharamshi77 @_prashantnair #TheGlobalReset

[Ravi Dharamshi @ravidharamshi77]

Missing him. Gone too soon. Legend will live forever. #RakeshJhunjhunwala

[ValueQuest @VQIndia]

@ravidharamshi77 in conversation with @raiyaan shares his perspective on why the energy transition represents one of the largest industrial capex cycles of our time, at the Transition VC’s LP Mixer in Mumbai.

SEBI Registration: https://t.co/jJl0phEJAa

[ValueQuest @VQIndia]

Most investors find the river. The best investors buy the toll booth.

@ravidharamshi77 writes on why identifying the right theme is only the beginning and what separates investors who spot the boom from those who actually profit from it.

Read the full article: https://t.co/rjaFrWPTKT

SEBI Registration: https://t.co/HkNWG8SxEl
Disclaimer: https://t.co/6Wl76OSYdr

[Ravi Dharamshi @ravidharamshi77]

India's solar market is not slowing. It is accelerating in ways the market is not modelling. This is not a commodity cycle, it is a strategic build-out of India's energy independence, underwritten by policy, driven by economics and still in its early chapters.

[Shrishti Sahu 🚀 @shrishtie]

He manages ₹17,000+ crores of money.

From the 2008 crisis…to 2013…to 2018…to COVID…and now the current geopolitical phase.

He started @VQIndia in 2010…after working closely with Rakesh Jhunjhunwala at RaRe Enterprises.

At a time when most investors are confused about the market…

He says something very simple.

The last 15–18 months haven’t been great.

Nominal GDP fell from 12% to 8%. Earnings slowed. Markets cooled off.

This is just a mid-cycle correction. In markets, nothing changes.

Same greed.Same fear.Different players.

He asks one simple question:

"Would you rather make a volatile 25%…or a safe 10%?"

Because equity rewards temperament, not intelligence.

Biggest mistake investors make?

Entering at the top.Exiting at the bottom. And blaming someone else.

His rule is brutal but clear:

Avoid bad balance sheets. Avoid poor governance.

Everything else is noise.

If your business is strong…markets will reward you.

Maybe not today.But definitely over time.

If there has to be someone who truly understands cycles in Indian equities… it has to be him.

He’s none other than @ravidharamshi77, founder of @VQIndia

Watch the full conversation only on The India Opportunity Show. Link in comments

[ValueQuest @VQIndia]

India’s Solar Mega-Trend | Ravi Dharamshi & Pushkar Jauhari on NDTV Profit https://t.co/lbFebNowOO via @YouTube

[ValueQuest @VQIndia]

Vantage 2026 brought together investors, founders, and thinkers shaping India's defence, aerospace, and space sectors.
Conversations about what's next. More snippets coming soon.
#ValueQuest #Vantage2026

[ValueQuest @VQIndia]

ValueQuest Tristar Fund has completed a ₹175 crore primary investment in Hi-Q Electronics Pvt. Ltd.

This is the Fund's third investment, following Rangsons Aerospace and Waaree Energy Storage Solutions and aligns closely with Tristar's mandate of backing India's emerging industrial champions.

The investment was covered by @vccircle you can read the article here: https://t.co/PhlZasGvlc

@ravidharamshi77 @sameervq @AniketDharamshi

[Ravi Dharamshi @ravidharamshi77]

The Man, The Legend, Larger than life Rakesh Jhunjhunwala 🫡

[ValueQuest @VQIndia]

ValueQuest Tristar Fund crosses INR 1,500 crore target, activates INR 500 crore greenshoe on strong investor demand.

https://t.co/MOlxcafBk9

[Sameer Shah @sameervq]

The one brain exercise you must do today

[Ravi Dharamshi @ravidharamshi77]

Markets had their tantrums, and we had our patience.
2011 – Diwali correction 🌑
2013 – Currency tantrum 💱
2016 – Demonetisation 💸
2017 – GST rollout 🧾
2018 – NBFC crisis 🏦
2020 – Covid crash 🌍
2022 – Russia-Ukraine war ⚔️
2023 – Israel-Palestine conflict 🌪️
2025 – Tariff tantrums 🌐
Every cycle tried to test conviction — and failed.
15 years on, we’re still here — wiser, steadier, and grateful for your trust.
#15YearsOfValueQuest #StayingTheCourse #InvestorFirst

[Niraj Shah @niraj_shah]

Whoever wants to have a ringside view of what the multi-billion dollar aerospace investment opportunity in India is about, do see this show
Thanks @ravidharamshi77 Aniket and Arvind for your time and intelligence

https://t.co/sDDSTJCBod

[ValueQuest @VQIndia]

We are amid a structural shift: Private capex has overtaken govt capex for the first time in a decade! Is this the start of a new multi-decade investment cycle?

Read our analysis here: https://t.co/YLr4j7XJIK

#MacroShift #VQPerspectives #VQIndia

[Niraj Shah @niraj_shah]

The whole interview with Ravi (@ravidharamshi77) on how he see cycles and investing in some megatrends like Capital Markets and CDMO... long chat.. and a good one

https://t.co/pM8QadmE6T

[Ankit Gala @gala_ankit]

Timeless lessons from a timeless mentor. Thanks for sharing this, ⁦@ravidharamshi77⁩ — truly inspiring.

"Rare Instincts - My Personal Lessons from Rakesh Jhunjhunwala” https://t.co/owErOQOI2u

[ValueQuest @VQIndia]

Remembering Rakesh Jhunjhunwala, the Big Bull whose conviction in India's potential inspired a generation of investors.

His legacy goes far beyond the markets, it lives on in the courage to believe, and the vision to bet big!

#RakeshJhunjhunwala #Mentor #ValueQuest #VQIndia

[Mardy Fish @MardyFish]

Toughest sport in the world. No clock to run out. No timeouts to call. No subs to come in for you. No one to sit there and tell you what to do…This is as good as it gets guys 🎾