panch-tattva talk…FMCG

Friends,

The evidence suggests that the growth in sales in this sector is more from the rural areas now. This has been noticed for the first time and should be very seriously taken in to account while looking in to future growth in FMCG and generally for the entire economy. It seems that the road development stressed up on by the Bajpai govt and workd initiated are now bearing fruit. This only is responcible for solving the distribution related problems in the rural areas . While the awareness about the products was already there due to TV penetration over the last two decades, the potential demand is being met by better distribution in a cost effective manner. Rural households now have decent incomes and the youth is willing to spend too. So , as an investor we should have increased exposure to this sector. I would be able to tell about specific companies after the first quarter results . While the Nifty companies would be covered for all without any obligation to pay but for the companies out side it, a payment of Rs 200 per scrip will be payable and you may send your requests for recommendation under ‘panch-tattva’about companies of your interest to me well in advance of result announcements.

HariOm,
KrsnaKhandelwal