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Megatrend Without Merit, Cigar Butt Banks, China Crash, and More... - Views on News from Equitymaster
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The Equitymaster Research Digest

Megatrend Without Merit, Cigar Butt Banks, China Crash, and More...
Jan 5, 2016

It is almost 18 months since I first spoke of megatrends. I reminded readers of the first ever megatrend India witnessed, which took place post the 1991 economic reforms. Among other topics, I wrote about what megatrends can do to corporate profits, India's megatrend versus China's, and megatrend signals from company meetings...

My master series was on the seven signals of the megatrend that companies in India would profit from in the coming decade.

I never referred to any one sector that the megatrend would support, and I did not predict any sector earnings growth from megatrend tailwinds. Rather, it was always about specific companies that had it all to ride the opportunity.

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