Invest In Rural Theme Stocks: This is the time to strengthen the portfolio (Rural Theme Based Portfolio) with rural theme stocks. Some stocks focusing on rural theme can give high returns in the coming days. At present, rural income remains stable, while there are signs of recovery in demand. The government’s focus is continuously increasing on infrastructure, due to which construction activities are in full swing. Many government schemes have been implemented enthusiastically in rural India. The monsoon is also expected to be better this year. Brokerage house Anand Rathi, based on his research, has given information about some stocks with rural theme, in which investment can be made.
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Stocks related to Digital India
Cholamandalam Finance
India Mart
Intellect Design
Map My India
newgen
heroine
zomato
Stocks related to premiumization
Arvind Fashion
Asian Paints
EMIL
Gabriel India
Havells
Hero Motacorp
Lemon Tree Hotel
Varun Beverages
infra focused stocks
Birla Corp
ITD Cementation
L&T
NCC
PNC Infra
UltraTech Cement
(source: anand rathi)
Power of Compounding: Every year’s delay in investment reduces the power of compounding, there will be a difference of lakhs in returns.
Signs of recovery in demand
Although income levels in rural areas appear stable, demand for staples and FMCG is low. The prospects for recovery are closely linked to an improved monsoon. However, early signs of recovery are already visible. In particular, the demand for white goods, which is often driven by the wedding season, is also strong.
construction activity
According to the brokerage, construction activities were significantly higher in the areas surveyed. Many road and bridge projects were underway, water pipelines were being laid and housing development was going on smoothly. These activities reflect sustained public capital expenditure, indicating ongoing government investment in infrastructure.
Improvement in infrastructure, community benefit
Improvements in infrastructure have contributed to reducing crime rates in rural areas. Developing tier-2 and -3 cities into major industrial areas will benefit agriculture and food-processing industries as well as cotton manufacturers. Additionally, cold-storage facilities in the mandis have improved storage options and pricing for farmers’ produce.
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tap water to every house
Efforts to increase water access through projects like laying pipelines to link rivers under government schemes like Har Ghar Jal Se Nal and Jal Jeevan Yojana are evident.
electoral regulation
The current general elections have imposed the code of conduct, which is affecting the pace of new orders. While ongoing projects are continuing unabated, cement dealers and real estate players have seen a slowdown in new orders due to election restrictions.
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Monsoon and inflation
The optimism of the rural population rests on the hope of a better monsoon. Despite the stable income of farmers, the impact of retail inflation is clearly visible. However, sales have increased a lot during festivals and wedding seasons. Notable premiumization trends were visible in sectors like passenger vehicles, two-wheelers and hospitality.
Advancement in Infrastructure
Advancements in critical infrastructure are underway, including road and bridge construction and water pipelines to tribal villages. Improvements in basic education, medical facilities and accelerated internet and digital services are enhancing local livelihoods and connectivity.
(Disclaimer: The advice for investing or selling stocks has been given by experts and brokerage houses. These are not the personal views of Financial Express. There are risks in the market, so take expert opinion before investing.)
