Data Centres To Defence: Kshitiz Mahajan’s Key Investment Themes

Which sectors are attracting investor attention amid market volatility? Kshitiz Mahajan, CEO of Complete Circle, highlights several themes he is watching, including defence, manufacturing, auto, electronics, data centres and financialisation of savings. Mahajan says defence remains a key sector, supported by domestic requirements and growing export opportunities. He also sees potential in Indian manufacturing, particularly auto and electronics, as rising incomes drive greater consumption and lifestyle upgrades. On data centres, he highlights strategic land banks with reliable power and strong road connectivity as important factors. Another major theme is the financialisation of savings, with growing participation through demat accounts, mutual funds and organised credit. Mahajan also discusses energy as an important theme. Watch the full conversation for his insights into the sectors and structural trends investors are tracking in India.