EARLYThesis forming — early stage, needs conviction
Investment Thesis
Reliance is the most strategically important corporate in India — Jio dominates telecom, Reliance Retail leads brick-and-mortar/digital convergence, O2C refining remains a global-scale cash machine, and new energy bet (solar gigafactory + green hydrogen) positions for the next decade. Jio Platforms and Reliance Retail IPOs are visible catalysts.