Markets are bleeding. Foreign money is fleeing. Missiles are flying in the Middle East.
And Nikhil Kamath just sat down on Bloomberg TV… and called it an opportunity.
The Zerodha co-founder isn't panicking.
He's shopping.
The US-Iran war has flipped global energy markets upside down.
Oil is swinging. The rupee is wobbling. And foreign investors have yanked a record $29 billion out of Indian stocks this year.
Indian equities? Among Asia's worst performers in 2026.
Most investors are running for the exit.
Kamath is doing the opposite.
Here's the twist most people missed.
A Middle East oil war didn't weaken the case for clean energy.
It supercharged it.
Kamath's hunting grounds:
And the numbers back the thesis.
India's EV battery market is projected to explode from $2.7B in 2025 to nearly $16B by 2034.
Global EV battery deployment already hit 1.2 TWh last year — 7x what it was in 2020.
This isn't a trend. It's a tectonic shift.
Indian IT has been the punching bag of 2026.
The Nifty IT index crashed 3.5% in a single session earlier this month. TCS down 6%. Infosys hammered. TechM bleeding.
Most fund managers won't touch it.
Kamath sees something else: world-class companies on a discount rack.
👉 "Some really well-run IT services companies in India are cheap today and they look attractive."
When everyone's selling the same story… that story usually becomes the trade.
This was the sharpest line of the interview.
"Foreign funds don't have a track record of timing Indian markets well."
Kamath's pattern recognition:
"I hope, in a way, history repeats itself."
Translation: the FIIs ran for the door. Indian investors should walk through it.
Falling oil. A weaker rupee. Beaten-down quality names. Foreigners just starting to tiptoe back after rupee-support measures kicked in.
Kamath isn't predicting a miracle.
He's just doing what great investors always do.
Buy fear. Sell euphoria.
And in a market drowning in headlines, that simple discipline might be the loudest signal of all.
That's all for now!
