SUNDAY MUSINGS
Some Observations:-
1..Over 55% of the entire market cap of indian listed companies are held by promoters. Fills hold 20% ,Dlls hold 13% and  the balance is only 12%. So,unlike most other global markets, India is unique from the perspective of who the biggest investors are, and those are the promoters.
2..Milk market in India is almost as big as automotive industry in India. Estimated to be about Rs 6.5-7 Lakh crores and it will grow bigger. If you plan to invest in listed companies look for companies who are milking the game through value addition in their products.
3..The projected incidence of patients with cancer in India among males was 679,421 (94.1 per 100,000)and among females 712,758 (103.6 per 100,000) for year 2020. One in 68 males (lung cancer)1 in 29 females (breast cancer)and 1 in 9 Indians will develop cancer during their lifetime. Watch out for the oncology players. 
4..Chemical industry in India is poised to grow from 180 billion USD to 304 billion USD by FY 2025. Driven mainly by policy changes in China, and import substitution. 2020-30 can be decade for Indian Chemical Industry. China though will still have 65% share of the growth in this industry and rest of Asia will have 13%. This 13% can still mean a gigantic figure for Indian speciality chemical companies. 
5..The more I research,the more I do scuttlebutt, the more I get convinced regarding this China+1 theme. It's way beyond what one can fathom. Don't miss this opportunity to pocket the beneficiaries. Next 10 years this theme can create massive wealth creation for the investors.
6..Sam Walton at age 44 opened his first Wal-Mart and during his lifetime dominated the industry. Our own Radhakishan Damani opened D Mart store at age of around 50,which was Inspired by Sam Walton. Dmart boasts of a nearly 2 lakh cr marketcap. It’s never too late to accomplish your dreams. Keep dreaming peeps and enjoy the weekend.
Fwd messages