Sector Analysis · Refreshed each cycle

Sectors, scored.

Recurring sector scorecards and competitive dashboards — the structure, the players, the capital, refreshed each cycle.

Live

Data Centers

India's data-centre engine doubled in 2025 to ~1.5 GW and is racing to 2 GW — on $126bn of committed capital and an AI-and-localisation demand wall. Capital-rich, power-constrained.

Space Tech

India's space economy — $9bn today, racing to $44bn by 2033 (5×, ~8% of the world) on 350+ startups, 100% FDI and its first unicorn. A sovereign anchor with a commercial second stage.

India's quantum bet — a ₹6,003cr National Mission, its first full-stack 64-qubit machine (128-qubit Ganges next), a 1,000-km quantum network and 57+ startups. A sovereign deep-tech wager: real science, nascent revenue, an order of magnitude behind US/China spend.

Semiconductors

India's chip bet — a ₹76,000cr Mission (now ISM 2.0), 13 approved projects, its first Made-in-India chip (Micron, Feb'26) and a first fab (Tata-PSMC Dholera) due 2028. World-class at DESIGN (20% of the planet's chip engineers), starting from zero in fabrication.

~$50 bn

₹76,000 cr

Open the scorecard →

Cross-sector comparison · which one allocates better

The same scorecard axes and the listed-exposure basket, side by side — so the choice between sectors is on one screen, not two tabs.

Dimension

GWR-SEC-DC

GWR-SEC-ST

GWR-SEC-QC

GWR-SEC-SEMI

Demand Outlook

Strong92

Strong85

Emerging68

Strong88

Competition

Intensifying48

Intensifying50

US/China-led40

Taiwan/US-led35

Capital Intensity

Very High30

Very High32

Very High28

Extreme22

Risk-Adjusted Return

Attractive, cyclical66

Asymmetric60

Venture / asymmetric46

Mixed55

Exposure basket · 3Y CAGR

60%

49%

137%

54%

Basket · 1Y return

39%

112%

183%

Basket constituents

Market headline

~1.5 GW

$9 bn

$90 m

~$50 bn

Read

On the shared scorecard axes, Data Centers screens higher (59 vs 46 avg) — a more de-risked, demand-led profile; Quantum Computing is the higher-beta, venture-shaped bet. Basket returns are representative point-to-point figures and hindsight-biased (the themes already re-rated) — a relative gauge, not a forward estimate.

Scores are Gravitywell 0-100 favourability judgements (not a formula); axes matched by prefix across sectors. Baskets are screened, purity-weighted listed-exposure indices — research / informational only, not investment advice.

In the pipeline

Renewable & Transition PowerSoon

Fintech & Digital PaymentsSoon

EV & MobilitySoon

DefenceSoon

Pharma & CDMOSoon

Quick CommerceSoon

AI & Data InfrastructureSoon

Every sector, scored.

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