Presentation made by Jatin Khemani, Founder of Stalwart Advisors, during a conference organized by ‘Strictly Invest’ a group of around 150 passionate investors on 13th January 2018 in Mumbai’s Orchid Hotel.

Presentation (Video):

Notes to Video:

00:00 Introduction

01:00 Sneak peek in 2030

04:20 Pollution – A silent killer

05:40 Environmental Kuznets Curve

07:40 Sources of Air Pollution

09:20 New Emission Norms for India’s Thermal Power

11:00 Size of the Opportunity

12:45 List of companies to benefit

13:30 Top bet – GE Power India

15:20 Risk & Concerns

17:30 Other Proxies – Respirators & Masks

19:15 Other Proxies – Air Purifiers

20:15 Other Proxies – Pharma & Healthcare

20:40 Plants at Rescue

26:00 Disclaimers

Presentation (Slides):

FREE Access to research report on GE Power India & Scuttlebutt Note on Power Conference https://investor.stalwartvalue.com/

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