Off-course not. Those themes might make you some money but it would be pittance. Do fundamental research and make your own judgements.
As a country shifts from the shadows of “emerging economies”, a paradigm change happens. Behaviors change, consumption patterns are altered. People at large are driven by different set of expectations and desires. Suddenly a floodgates of business opportunities appear.
Infrastructure are the usual themes and its not bad but it cannot give you superior beyond average market returns. If you want to take a risk, read below. These themes have given monstrous returns in last 12 months and the best is yet to come :
Many studies have shown that with more money power to developing countries, consumption of fast foods , hard liquor, branded innerware ; specially women innerware, education tools, baby-foods, sanitary pads takes a quantum leap. Think for a while and suddenly it will ring a bell ; how true. Do you want to take advantage of this?
Jubilant foodworks in fast food ; publicly listed Page Industries sells “Jockey” innerware ; Lovable lingerie sell women innerware ; Tree House education in education space would be the winners of tomorrow.
Lets revisit them after 12 months and see how much returns have they made.