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Hi there,
I am of very strong conviction that FMCG sector would bring some good returns in long term, as the rural income levels, supply chain and awareness get better in upcoming years.
However, I feel I might be just seeing the one side of the story, as I'm not in India. What are your thoughts and any pain points you see, that are of opposite view?
What is your experience and consumer sentiment (if you are present in India)?
I saw there is an ETF by ICICI Prud, that Tracks NIFTY FMCG. Do think a FMCG tracking Smallcase would be better than the ETF?
Thanks
Edit: Added the ETF question.
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