Apr 06 2024 27 mins 3
In this 16th episode of the PrimeInvestor Podcast, Anush Raj and Chandrachoodamani introduce Prime Trends - Consumption, a new smallcase portfolio targeting the evolving consumer spending habits in India. They discuss the drivers behind this trend, such as rising per-capita income and e-commerce growth, and the portfolio's strategy, which focuses on established brands, emerging opportunities, and consolidation plays. The discussion highlights the current market environment, where corrections in certain consumer sectors have created attractive entry points for investors. Listeners are invited to explore the smallcase and enjoy a special discount mentioned in this episode, making it an opportune time to invest in the consumption theme.
Key segments in the podcast discussion:
- Introduction to Prime Trends - Consumption smallcase
- Discussion on the shift towards premiumization in consumer goods
- Factors driving discretionary spending growth in India
- Portfolio strategy focusing on qualitative factors over valuations
- Categorization of stocks into buckets based on business maturity and growth potential
- Timing of the consumption theme: Current market corrections offer entry opportunities
- Emphasis on following specific consumer spending shifts for investment success
- Importance of e-commerce penetration in capturing rural consumption
- Outlook on the future of consumption trends in India
PrimeInvestor Financial Research Private Limited is a SEBI Registered Research Analyst with Registration No.: INH200008653. Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. The securities quoted are for illustration only and are not recommendatory. The securities quoted are for illustration only and are not recommendatory. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Disclosures & Disclaimers.
