Mega Trend: India eComm Retail

Source: CMS Consumption Report 2024


Mega Trend: India Commodity Options

Source: Investor Presentation of Multi Commodity Exchange of India Ltd


A mega trend

The Dept of Economic and Social Affairs, United Nations has prepared a great study onĀ  world urban populations (see here)

Increasing urbanization is a huge mega trend with huge implications for all of us (especially Indians).

The chart below shows the projected increase in urban populations in India till 2050

If these projections come to pass, then our Indian cities will add around 500 million people to the existing urban populations in the next 40 years !

Considering our choking infrastructure, water scarcity, high food inflation,pathetic sewage systems- a doubling of urban populations can lead to severe social and economic stress.

On the other hand, increasing urbanization can also lead to investment opportunities especially in real estate and agro commodities.