Equity: Sparklers for your portfolio

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: to, however, keep tracking changes in business models and portfolios to understand the sustainability of revenues.

Lifestyle and consumerism statement

India happens to be home to one of the largest English-speaking middle-class population in the world, with easy adaptability to western habits, coupled with rising income levels in both urban and rural locations. This poses a great opportunity for fast-moving consumer goods companies, companies that provide entertainment software, multiplexes and also the shopping malls.

In this space, HLL looks to be the steady player in the long run, Marico Industries is getting sharp investor attention based on its ability to innovate and grow. ITC, too, happens to gain attention based on its foray into rural India and declining dependence on cigarette revenues. Retailing, growing at 30%, will also offer growth opportunities.

Lone rangers

There are themes and there are sectors. Among them are the lone rangers. These opportunities do not belong to any specific theme. These are companies that generally operate in niche markets with very strong operational focus or have professional management that gets consistent results. Players like Engineers India Limited in project management and Crisil in the credit rating space come under this category.