Podcast: All about Prime Trends – Consumption

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What is this episode about?

In this 16th episode of the Prime Podcast, host Anush Raj chats with Chandrachoodamani N V, Senior Equity Research Analyst at PrimeInvestor, about our newest smallcase: Prime Trends – Consumption. 

This exciting new smallcase is built to profit from evolving consumer spending habits in India. Anush kicks off the discussion with an introduction to this new smallcase and tells you what it’s all about. They then dive into what is consumption and the factors driving this spending spree in India. 

Anush then picks Chandrachoodamani’s brain on premiumisation and how it is taking shape across segments and in many different forms and how this will be represented in the Prime Trends – Consumption smallcase of stocks.

The conversation then shifts to the three buckets of stocks that comprise Prime Trends – Consumption and the fundamental approach to stock selection for these three buckets. 

They also talk about whether the number of stocks in this smallcase is likely to stay fixed at the current number and the very important aspect of why the time to invest is now.

Key segments in the podcast discussion

1. Introduction to Prime Trends – Consumption (0:00 – 0:55)
2. What is Consumption? (1:00 – 2:24)
3. What is fuelling the spending spree? (2:30 – 5:30)
4. Premiumisation, its many forms and how it will be represented in Prime Trends – Consumption (5:35 – 12:06)
5. The 3 buckets of stocks in Prime Trends – Consumption and our approach to stock picking (12:07 – 16:53)
6. The number of stocks in this smallcase ((16;55 – 17:24)
7. Some examples (17:26 – 21:55)
8. Why now? (21:57 – 25:23)
9. A special message (25:25 – 27:15)

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