Opportunities at a macro level: 5 stocks of companies which help in managing a scarce resource called ‘water’
Big wealth creation does not happen in already well-discovered, well-researched sectors. It happens in sectors that are not in the news, not much-talked-about on the street. Sectors where macro changes are taking place and overall demand is on the rise. In the last few years, both due to policy pushes and changes in the underlying nature of the business, more money is being spent on increasing agricultural productivity. Now, agriculture is a sector where things do not change overnight. But once change happens, it creates a demand which is very strong and lasts for a long time.