At a time when India is potentially at the cusp of a major economic overhaul, the research team at kodicms has zeroed in on 7 visible signals or Megatrends that it believes will be the key tailwinds for the economy. And therefore we believe fundamentally sound companies whose business models are aligned to these Megatrends will benefit the most.
The research report features the key Megatrend opportunity that is manifesting in the sector or the stock and a detailed analysis of the upsides and risks of a particular stock. "The India Letter" research reports recommend stocks from a 3 to 5 year's perspective and are published in public media (i.e. internet) on or before the third Wednesday of every month.
The goal of The India Letter is to recommend high growth stocks that have some key economic Megatrends as a tailwind and could potentially deliver market beating returns over a long time frame.
The report features the key Megatrend opportunity that is manifesting in the sector or the stock and a detailed analysis of the upsides and risks of a particular stock. Given the high growth nature of the stocks, the valuations take into account the PEG (price to earnings growth multiple) relative to that of the Sensex.
The India Letter is a generalized recommendation service. We do not offer customized opinion for any particular subscriber or class of subscribers. We are not qualified financial advisor nor Investment Adviser and we strongly recommend our subscribers to seek professional advice before taking any decisions for their investments.
Tanushree Banerjee (Research Analyst), editor of The India Letter, started her career at kodicms covering the banking and financial sector stocks along with scrutinizing the RBI policies. And over the last decade, worked on developing kodicms's research processes that have helped pick out various multibaggers across all sectors. She is a firm believer of "safety first" when it comes to investing and closely follows the investing philosophies of Warren Buffett, Seth Klarman and Joel Greenblatt. She is the editor of the large cap recommendation service, StockSelect as well.
Stocks are selected for The India Letter with a two pronged approach. First we look out for high growth stocks that filter well through fundamental metrics like debt to equity, long term margins and return ratios. Then we meet the managements of the short listed companies to understand the moat that the business enjoys, the kind of growth rate that is sustainable and the driving forces of the entity's long term growth. If the management's vision and long term plan seem to be having the tailwind of one of the key economic Megatrends that we have identified, we select the company.
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