Nikhil Kamath, Zerodha co-founder, sees significant investment potential in the energy transition, citing the U.S.-Iran conflict’s emphasis on energy security. He’s eyeing electric vehicles, battery manufacturing, and grid infrastructure. Kamath also believes Indian IT companies are undervalued, presenting an attractive opportunity. Despite recent market headwinds, he suggests foreign investors often misjudge India’s market timing, potentially missing out on current attractive valuations.