Which are best consumer discretionary play including white goods for 1.3 billion population

India has 1.3 billion domestic consumers and GDP growth at 7% plus will result into lot of consumer discretionary spending. Seventh pay commission along with state pay commissions and hike in minimum wage will result into lot of spending in this sector. What are members preferred choice (non auto) for long term secular stories for three years and more.

 

Paints and electrical goods companies for me. Specifically, Asian Paints and Crompton Consumer.

 

only great brands will grow sustainably. so picking up great brands in every category will do the job. categories like clothing , home aplliances, restaurants, cinema, consumable, consumer durables every category has established players .

 

@w4wealth, Pl suggest your top stock picks in your suggested category, which you think are secular story.

 

Kharbji i think the following are great brands
clothing-ABFRL ,Indian terrain
home aplliances-IFB, whirlpool,
restaurants-specialty rest,
cinema-PVR, Inox,
consumable-Heritage food,Vadilal ind,
water parks-wonderla
Consumer durables -vguard and i would like to know your picks kharbji

 

Voltas , Blue Star , ITC & United Spirits
pay commissions salaries hike may boost these company results

 

Which is better choice between Voltas and Blue star.

 

My choice is " Voltas"

 

Arvind Ltd

 

and also " Hero Moto corp & Maruthi "

 

With improving AC power efficiency(crucial) and accessibility - companies involved with AC manufacturing will benefit. Indian weather is custom designed for ACs(lol) and combine this with the current meagre penetration of ACs - both Voltas and BlueStar will be a multibagger in 5-10 years time. I don't just think - I know this! I am going to tell my grandchildren what a great visionary I was by predicting this

I am invested in both Voltas and Bluestar and also have continuing sips. I want the monies

 

which are the other consumer ideas?
cupid is a great consumer story

 

are you invested in AC sector?

 

I am not invested. I am confused among blue star, voltas and lloyd.

 

Recently Lloyd has me intrigued. Lloyd is smaller but the Lloyd brand is growing faster than the other two. They also have better tech know-how of the AC industry and make almost all parts of it themselves. I also feel there is little more risk associated with it.

 

lloyd has more debt compared to voltas and bluestar. so choice is between voltas and bluestar.

 

have a liking towards FCEL and also is in consolidation mode since last 9 months or so. But looking from long term point of view looks a very safe bet.

 

Here are 6 things you should know about Lloyd Electric (Video)

 

Lloyds is the most attractive consumer play.. invested for a long term.. as for the debt.. There could be options like QIP.. There could me many things that could lead to value unlocking..