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Reforms easing financing and talent constraints could unlock capex in India's nuclear and power sectors, improving earnings visibility for infrastructure names and related suppliers; historically, funding clarity correlates with capex cycles in developing markets, boosting ETF sentiment.
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India aims to boost nuclear capacity to 100 GW by 2047, citing financing reforms and a stronger talent pipeline. Officials and industry executives spoke on Wednesday, signaling policy momentum that could accelerate capital spending and benefit Indian equities via infrastructure demand, impacting EPI exposure.
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