Value Ethics Contrarian
 
 
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 disc  India is a market with fabulous potential for long term gains
  • Small / mid market is under researched
  • Stock picking is key
  • This space offers maximum growth and opportunity
 disc  6-7% GDP growth is Likely to be sustained

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 disc  India is changing


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ob Investing in the right emerging franchise – super normal returns
ob India is a stock pickers market
ob As the economy evolves, new sectors are emerging.
ob Different opportunities in rural and urban india
   


 disc  Estimated growth in modern retaling

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 disc   Possible long track of auto sector

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 disc  Estimated credit card base in 2020

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 disc  Annual Spending on Comunication

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