Cutting through the daily noise of news flow, global brokerage firm Macquarie has come out with a list of 10 mega themes shaping India. Macquarie’s 'India Big Book of Trends' is its multi-part thematic research series bringing together cross-sector insights to provide perspective on megatrends across digitization, consumption, financial inclusion, financialization, Make in India, services trade, building India and energy transition. Stocks with exposure to above themes include HDFC Bank, Infosys, ICICI Bank, Bajaj Finance, Titan, Havells, etc.
from Economic Times https://ift.tt/CVzGUgh
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