Rohit Agarwal on why one should be positioned in traditional FMCG now

“Our portfolios are aligned more towards the traditional FMCG where we believe it is more need based. Apart from that, we also expect rural India to start doing well from now onwards. For the last three months or so, we have seen some kind of plateauing happening in rural India and now they have stopped dropping. That is the first sign of things starting to stabilise. We believe the rural side or the traditional FMCG side is the way to play right now.”