CATCH ME UP
Jefferies identifies six sectors as key growth engines: semiconductors, space, aerospace, electronics, solar manufacturing and data centres.
The report says these areas are building on India’s existing manufacturing base.
It highlights $20 billion in semiconductor investments.
It also points to data centre growth that could require $45 billion.
Why it mattersIt signals where India’s next major capital spending may flow, shaping investor attention across data centres, semiconductors, and space-linked industries.
More context
The report says private participation in the space sector is expanding.
The articles link the outlook to policy support, market demand and a push toward Viksit Bharat by 2047.