The debate around overcapacity in Indiaโs solar PV manufacturing misses the forest for the trees.
This isnโt just an industry cycle. Itโs a national strategic play. India is building a walled garden โ not for protectionismโs sake โ but for energy security and independence in an era when every nation is looking out for itself. 1/8
Tariff war, came and went
Actual war, came and hopefully went (Atleast for now)
Markets reacted mildly on the downside and vigorously on the upside. If one wants to listen to what market is saying, writing seems to be clear. Those waiting for dooms day scenario will be waiting some more.
#Markets #behavioralbiases
@kmr_dilip GOLD !! The stuff we needed to hear... its a lonely world !! Success has many fathers and till you are succesful, you will remain a B&^(&*(