13 stocks which may benefit from recovery in rural consumption: From a tactical investment perspective
Post election, there are some sets of companies which have been outperforming the market, this is worth noting for two reasons, first they have been underperforming even in the pre election bull market, so why this sudden out performance and second, they common thread is that their top and bottom line has relationship with what is happening in the rural India. The commentary from some of the companies post their Q1 result has been positive as they see some green shoots in rural consumption. We take a look at the companies which might gain as the rural recovery picks pace.