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The Equitymaster Research Digest

How to Make Money from a Megatrend in Reverse
Jun 2, 2017

  • The Equitymaster research team identifies three sectors that could rise from the ashes
  • Is there safety in Sonata Software?
  • Girish meets the management of a 'retail' stock that's up 139% in the last twelve months!
  • Is bitcoin a Megatrend? Can you get rich with it?

Tanushree has identified seven Megatrends driving our economy.

They are at the heart of a simple argument: India will grow rapidly in the decades to come. Subscribers to Tanushree's long-term growth service, The India Letter, are aware of these megatrends.

For the benefit of Digest readers who haven't subscribed to The India Letter yet, here's the full list:

  1. Rural consumption
  2. Physical to financial savings
  3. High value urban consumption
  4. Rise in the working age population
  5. Infrastructure investments
  6. Indian entrepreneurship
  7. Export-led growth

If you're worried about the slowdown in GDP growth, I have good news. The first six megatrends are doing okay. They may not be firing on all cylinders, but at least they are still intact.

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