Jatin’s original research ‘India’s Consolidation Wave’ has been voted by peers as the best thematic research at Flame Investment Lab.
The research identified a list of promising industries which were large & growing but still dominated by unorganized/small players. The organized players in these industries have been winning market share & growing much faster than the industry led by their brand & distribution, economies of scale, product innovation via R&D, etc.
This has been the megatrend of the decade, which Jatin identified even before the Demonetisation & GST rollout post which every brokerage/investment house wrote about it.
Most businesses covered in this research have been mega wealth creators – Relaxo (Footwear), Page Industries (Undergarments), Titan (Jewelry), Dr. Lal
(Diagnostics), Cera (Sanitaryware), Kajaria (Tiles) etc.