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Sectors
Every top-level thesis in the vault.
AI in Healthcare
The durable returns in healthcare AI accrue not to the best model but to whoever owns the proprietary data loop and the workflow distribution.
Industrials & Energy Infrastructure
Full-spectrum view of India's power transmission & distribution, renewables, railways, civil infrastructure, cables, pipelines, smart infrastructure, and EPC supply chain segments. Built from direct operating exposure at KEC International, evaluated through a PE investment lens — order book visibility, working capital intensity, and government capex dependency rather than a technology-maturity filter.