Companies that own India's everyday brands. Top consumer favorites
Investment Rationale
India is likely to be the third-largest consumer market in the world by 2030.
- Spending habits and consumption patterns have changed with the increased disposable income in the hands of millennials
- India’s aspirational class is huge and its total consumption is also very high
- This change in consumption patterns will increase demand across sectors like food & beverages, clothing & footwear, household goods, healthcare and leisure facilities
- Companies with strong brands will benefit from such consumption
- A brand is usually a name that consumers emotionally associated to, which creates a moat for the company
This smallcase consists of companies that have been able to leverage their brand power into an outstanding financial track record over the years.
