Ep. 1 | Macro theme: Cables and wires space powering India's next decade

India is building its next decade by pushing heavily towards data centres, renewable energy, infrastructure, EVs, AI and smart cities. And every single one of these needs one thing in common: electricity, electrical equipment to transfer that electricity and first and foremost, cables and wires within that electrical equipment segment. In this episode, I talk about this macro theme and why cables & wires are the backbone of it all. This is purely a top-down, big picture view of the sector. In the upcoming episodes, I go deep into the individual companies playing this theme — one by one. Sources I have used for this video: 1) McKinsey & Company — Wired for Growth: India's Electrical Equipment Opportunity (with IEEMA): https://www.mckinsey.com/industries/i... 2) CEEW — How is Data Centre Infrastructure in India Shaping Power and Water Use https://www.ceew.in/publications/how-... 3) IEA — Electricity 2026 https://www.iea.org/reports/electrici... 4) National Electricity Plan — October 2024 https://cea.nic.in/national-electrici...