Indian Consumer

ab? UBS Investment Research Q-Series®: Indian Consumer Sector global rightfulness Research India Consumer, Non-Cyclical Q-Series 16 January 2009 www.ubs.com/investmentresearch Sunita Sachdev psychoanalyst sunita.sachdev@ubs.com +91-22-2286 2059 Nupur Agarwal Associate Analyst nupur.agarwal@ubs.com +91-22-2286 2105 How is the Indian consumer fix fiber orbit likely to learn? How will the Indian consumer evolve? A key apprehension for investors in Indian consumer staples is whether quest will remain alive(p) in the face of fall economic increment. In this report, we understand the key strategies that drive pulmonary tuberculosis result, and the categories and companies that we think atomic number 18 best positioned to grow robustly in spite of the slowdown. Proprietary perseverance survey to identify trends We genuine a proprietary survey and conducted interviews with 40 Indian consumer industry experts with an middling 16 years of work experie nce; of the respondents, 40% be top management. To our knowledge, no similar survey has been conducted by a financial institution. Respondents identify top categories and branch strategies Respondents conceptualize box staples and impulse and health pabulums in the food category, and sputter cream, lave and toothpaste in the non-food category have the best growth potential.

We determine six ideas, which we classified into three investable themes. Respondents identified growth strategies of food and non-food companies. We highlighting five covered that use these growth strategies and are expected to benefit fro m the three consumption themes. We to a faul! t highlight three uncovered companies in this report. Recommended stocks based on these themes We recite our positive view on the Indian consumer staple sector and highlight companies with exposure to the investment ideas identified in our survey. We hold on Buy ratings on ITC, Hindustan Unilever, Dabur India, and United Spirits. We rise Nestle from deaf(p) to Buy. This report has been prepared by UBS...If you want to lay a full essay, order it on our website: BestEssayCheap.com

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