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20th November 2025

M&G Investments: India’s energy transition: Ambition meets execution

India is executing one of the world’s most ambitious energy transitions as it seeks to reach net zero by 2070. However, Deepika Mundra, Senior Analyst in the Asia Pacific Equities team, suggests that the real story may not lie in the gigawatts added, but in the capital goods ecosystem gaining scale across the grid, solar, and storage value chains.

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