[Investors Please Listen] NFO Update: Canara Robeco FORCE

India Growth Story – The Sweet Spot:

• Rising GDP & Slowing Population growth leading to better Per Capita Income – More Money in the hands of Consumer
• Economy possesses the unique traits of both Emerging & Developed Countries – Resilient Economy

Indian Consumption Story:

·         Rising Domestic Savings: Rising Savings of the Indian Households (which accounts for almost 37% of Indian GDP) would fuel the Indian Consumption Story. The Savings are expected to double in the next 5 years.

·         Changing Face & Needs of the Indian Consumer: The Indian Consumer is adopting a new shape - 'YUM – Young Urban Middle Class'.

·         Almost 2/3 of India's Population is below 35 years of age – Young

·         Urban population is estimated to grow to 42% of total population by the year 2030 – Urban

·         Middle Class Population slated to be around 60% of India's income profile – Middle Class

Direct Beneficiaries:
Financial Services, Retail Consumption and Media & Entertainment Industry are the direct beneficiaries from the increasing wallet of the Indian Consumer. With the rising share of YUM Population in India, the demand stimulus is thus expected to ensure continued economic growth in India

·         Financial Services – Low penetration of Bank Accounts, MF Investments, Equity Broking Accounts, Insurance Policies, Consumer Loans vis-à-vis developed nations presents a large opportunity.

·         Retail – Organised Retail is approx 5% of the overall Retail Market in India which is extremely low vis-à-vis other developed nations. Organised Retail will grow at more than 2 times the rate of growth of the overall market.

·         Media & Entertainment – The industry is all set to gain from the improved Revenue levels due to the introduction of Digital Cable\ DTH which will help the industry & let them grow faster than the industry. Introduction of multiplex would boost revenues for producers.

NFO Closes On 18^th Aug 09

For Canara Robeco FORCE

Call @ 0-9818-26-9396

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