Fairval

Notes on Indian equities, sectors and economy

How food consumption changes with income

Posted by fairval on September 9, 2010

Food Consumption change with Income

Interesting chart from a Nomura report.

Shows how consumption of meat, dairy and fruits goes up sharply with income change.  Should mean good times ahead for the poultry/meat and dairy companies. Nothing is cheap in this market though.Venky has run up dramatically and quotes at 20x trailing. Hind Industries is cheap, but the financials are stretched. And the management wants to enter the power business!

Hind In

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