Indian Agribusiness by CLSA
Cash cropping
The current revitalisation of India.s agricultural sector and rural economy will open up several new growth opportunities for Indian industry. An improving policy environment, rising price Realisations,improving rural infrastructure and higher investment are all driving this secular turnaround in agricultural and rural growth. Investors can play the theme through multiple sectors. BUY Bajaj Hindusthan, Jain Irrigation, Hindustan Lever, Bharti, Balrampur and ICICI Bank.
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