Positive Stories in Agri Commodity Sectors

This is a micro theme market where one needs to discover niche ideas and ride on them for good gains. At the current level, long-term investors can take exposure to the rate insensitive sectors like FMCG, Pharma and Telecom for their defensive appeal. They are also not exposed to moderation in global growth. In addition to these sectors, there is some positive story building up in the agri commodities sector. Many enquiries have been made for the agri commodities companies by many foreign institutional investors and even domestic funds are expected to launch agri-based funds.