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How to Make Money from a Megatrend in Reverse - Views on News from Equitymaster
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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.

To Read the Full Story, Subscribe or Sign In


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