I dont think he meant that. It was not about what FMCG companies are interested, but future outlook in Indian retail market. When MT channel (DMAR plus others) would captured more than 50% of FMCG market share (if at all), they would have upper hand to dictate terms.
And what it seems from his thesis, that the FMCG companies prefer the GT channels and want to protect them by not supplying KVI items to MT channel.
It didnt mean that the FMCG companies prefer MT channel, but the other way around.
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