Commissioning of interstate transmission lines is progressing gradually. This is expected to speed up renewable project installations. Recent mergers, acquisitions, and potential listings by developers should also provide more capital to accelerate capacity additions.

Solar plus energy storage systems are now cheaper than ever. Recent tenders discovered tariffs as low as ₹2.7-2.76/kWh. Developers will supply power for peak and morning hours along with normal solar generation. These savings can help maintain profitability despite lower tariffs.

Power demand is slowly rising, with September seeing a 3% year-on-year increase. Experts expect a further rise in October and November due to colder weather and higher industrial activity. Slower tendering and clearing old auction backlogs could strengthen investor confidence in India’s renewable sector.

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Despite significant foreign fund outflows in the past year, domestic investors have remained resilient. The report noted that while earnings growth may slow slightly, government policies are providing a positive boost for equities, and most foreign funds remain lightly positioned.

The report highlighted that foreign investors have mostly sold in Asian markets this year. Yet, Indian equities have gained about 20 per cent due to steady inflows from retail investors. Meanwhile, momentum in Chinese equities may slow despite recent gains, especially in Hong Kong.

HSBC also commented on other Asian markets. Japan, Korea, and Taiwan attract investors via AI-focused trades, though Korea is now crowded. ASEAN markets face low investor confidence, influenced by political issues in Thailand and Indonesia. Valuations in Japan and Korea have risen, and the weaker yen has supported Japanese equities.

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