Deven Choksey remains extremely bullish on India’s infrastructure sector. He sees massive government-led investments in roads, airports, seaports, railways, and power utilities as indicators of a robust growth story. He particularly likes port-related businesses and integrated logistics services that facilitate seamless movement of goods. He also highlights power and utility companies, especially those involved in renewable energy. With India’s power mix projected to reach 40% renewable over the next 5–10 years, transmission, distribution, and power finance companies are likely to be major beneficiaries.