The Thematic Opportunities Portfolio (TOP) is a theme-based investment approach that seeks to benefit from investing in the “best-in-class” companies in the sectors selected based on the investment themes that we believe will play out in India over the next several years.
Medium term investment themes
Currently the following trends have good visibility and tailwinds of government focus and policy actions:
- Strong manufacturing companies, aided by the PLI schemes and the potential of sourcing manufactured products from India as an alternate source of supply for the world markets.
- Development of physical infrastructure in India.
Long term investment themes
Continued consumerism in India, reflected in customers' constantly striving to upgrade their quality of life by buying better products and services, driven primarily by increased per capita purchasing power and a willingness to spend.
- Increasing focus on health, wellness, and fitness.
- Increasing digitization of financial transactions.
- Greater spending on education, travel, and entertainment.
For more information, you may email us at pmsassist@buglerock.asia or Click Here.
Direct Onboarding route
All clients have an option to invest in the above products / investment approaches directly, without intermediation of persons engaged in distribution services.