The Capital Mind Monsoon Portfolio
The companies with exposure to agro and rural population have seen hard times in the last couple of years due to low rainfall and drought like scenario. The Meteorological department have predicted the monsoon to be above normal at 106% for FY17. The Met department have also stated that,
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Disclosure: The authors at Capital Mind have positions in the market and some of them may support or contradict the material given above, or may involve a direction derived from independent analysis.