Real Assets
Energy suppliers are ripe to catch a bid as we tide through a number of macroeconomic factors, each having implications to the cost and profitability of energy supply. Renewables are the wild card in the mix, offering potential differentiation from conventional energy purveyors in terms of pricing and core offerings. ReNew Energy (NASDAQ:RNW) has emerged as one such name, more so with its footprint in the Indian market. RNW is a provider of renewable energy to the Indian market. Its clean energy portfolio is one of the largest globally.