New Delhi, June 23 -- As geopolitical tensions in the Middle East reshape global energy markets, Zerodha co-founder Nikhil Kamath clarifies how it is impacting the investment opportunities. He explains, energy transition theme gaining fresh momentum, with electric vehicles and batteries to power transmission networks, providing long-term opportunities. He also identifyies beaten-down Indian IT stocks as attractive contrarian bets.

Kamath, during a Bloomberg Television interview, said, "Energy transition has become a key investment theme, cuurently. Electric vehicle and battery makers, transmission companies and grids have become potent ideas to follow."

Information technology sector, among the worst performers in India's $5 trillion equ...