Unorganised to Organised. Brick-and-Mortar to Digital. Premiumisation. Invest in mega value-shifts.
Investment Rationale
Value migration: Value migration is the shift of value from old business models to new, more effective designs that are able to better serve markets.
Multiple themes to play: We can play several different themes, in the Indian context. Examples? Newer auto components because of increasing electronic components, new business models like temporary staffing services, the rise of organised retail, increasing brand-oriented urban real estate, specialised financing options, lifestyle upgrades and premiumisation, etc.
Trickling down of value: Winning business model >> higher share of value >> greater profits and or valuation re-rating >> disproportionate returns!
