RD

Radhakant Desai

@radhakantd

India consumption story believer. Tracking the premiumisation wave in FMCG and consumer discretionary. Invest with a 5-year minimum horizon.

Joined Feb 20261 portfolio1 subscriber

Portfolios

Consumer India

INROwn businesses that benefit from India's consumption upgrade. Screen for consistent volume growth, pricing power, and distribution reach. Minimum 3-year hold.4 holdings

+35.01%

1mo ago1

Recent Updates

Sep 20, 2024·Consumer India

India's consumption upgrade: why I am doubling down

Six years into the India consumption theme and the tailwinds are getting stronger, not weaker.