Megatrends to watch (One company example for each of the theme), correction giving opportunities (to allocate big after studying)

Transmission companies (Transformers)- Danish
Transmission companies (EPC)- TransRail Link
Battery Storage Systems- Gensol
EV Car Batteries- Exide
Battery Chemical Companies- Himadri Speciality 
CDMO- AMI Organics
Data Centres- Techno Electric Engineering 
Water treatment - VA Tech Wabag
Recycling- Ganesha Ecosphere
Premiumisation- Ethos
Differentiated Digitisation (e.g. geo spatial)- Genesys
Private Defence Companies- GoodLuck India
Semiconductors- ?

Have you invested in any of the trends..

Not a buy sell recommendation.