looking at the above data it trully looks like a secular bull market
a few sectors which look good my 2bits
Rubber based themes (Tyres, Retreading) connected to the growth in logistics & transportation, CV sales & maintenance- input cost of rubber is down & so is petroleum,
lately with all the noise on environment -natural, eco-freindly & abundantly available materials should be in demand – Jute
todays ET says India exported $297mil of Jute for 14-15- looks like a lot of space to grow with India & Bangladesh controlling the entire market
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