Indian consumer sector Loading... : Investor Sentiment and Bull/Bear Views

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19:57
Jun 12
Ridham Desai Head of India Research and Chief India Equity Strategist, M… Morgan Stanley
Indian consumer is structurally best place
The Indian consumer is structurally the best place to be, driven by 1.5 billion people across 150 cohorts with different consumption opportunities, 10-15% nominal growth, and India contributing 17-18% of global GDP growth. For many companies, India could be 10-100% of revenue growth.
HIGH
09:33
Jan 16
Mark Mobius Founder, Mobius Capital Partners Bloomberg Markets
Indian consumer sector most exciting.
Mobius views Indian consumer spending as a key driver of 12-15% returns: 1.3 billion people, most under 30, and increasing urbanization create an incredible consumer market. He says the consumer sector, including retailing and consumer goods, is probably the most exciting now, and investors should also move into consumer technology.
HIGH

About Indian consumer sector Investor Commentary

Across the available history and selected sources, Buzzberg tracks Indian consumer sector across 2 sources: 2 bullish vs 0 bearish calls from 2 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 2 total trade ideas tracked. Latest voices: Ridham Desai, Mark Mobius.