Kotak Mutual Fund
May 30, 2025 at 03:41 PM
Dear All,
We are pleased to share our latest presentation on the *Consumption Sector.*
*Did you know?*
📊 India is *fifth largest and fastest growing consumption market* in the world*
👦🏻 Gen – Z to lead the way: *47% of workforce by 2035* from 25% in 2025 #
👷♂️ India has one of the *largest working age populations*
🏙️ *Nuclearization, Urbanization & Premiumization* to amplify demand
🛍️ Wallet share is shifting towards *discretionary consumption*
🍎 *Apple’s India revenue is now equivalent to India’s largest FMCG company*
🌾 *Rural Economy is showing signs of improvement*
💰 *Lower tax rate, interest rate cuts lowering EMI’s and CPI inflation near 5 years low* are the levers for increase in consumption
*To know more such insights, click on this link:* https://www.kotakmf.com/documents/Consumer%20Sector
Sources: *UBS, #bcg report.
*MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.*
Regards,
Team Kotak MF