India can scale and adopt latest technology to emerge as a manufacturing hub: Rahul Bhasin

India’s consumption and housing to multiply in 5–10 years, despite global tensions.

Tech and manufacturing themes offer long-term growth; short-term volatility expected in IT.

AI and EV are overhyped now but have strong long-term potential.

Investing focus: scalable, tech-driven manufacturing firms like PG Electroplast.