India: Three Stocks to Play the Rural Theme
Rural is likely to be an interesting investment theme in Indian markets because of expectations that the Govt will focus more on agriculture. There...
413 Views
India: Government In "RURAL" Overdrive, Risks and the Opportunities
The Support for BJP and Modi has shrunk in Rural areasIn last three and a half years, the Narendra Modi Govt has been disciplined about spending....
194 Views
A Rural Recovery Is Underway in India, or Is It?
Recently, the consumer insights arm of WPP came out with a report suggesting a sharp pickup in FMCG sales volume in rural India in 2QFY18 We see...
206 Views
PI Industries: Strong Moat, Buy for 30% Upside
PI is India's only Custom Synthesis (CSM) player (high barrier to entry, high margins, long growth runway) and is growing order book at 6-year...
393 Views