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Chart: All the Tata Companies

Source: FT

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Chart: India has a 30 year growth runway

Source: PWC Report ‘World in 2050’

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Chart MegaTrends

Mega Trend: India Packaging

Source: Antique Research Report on Mold Tek Packaging

(Figures in US $ Billion)

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India’s Inflation does not pass the smell test

Find the inflation numbers absurdly low…certainly not my experience.

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Current Nifty Sector Weights

Source: IDBI Capital Research