Generating a stock idea
Macro Trends – Keeping a general tab on the macroeconomic trend is a great way of identifying good stocks. Here is an illustration of the same – As of today there is a great push for infrastructure projects in India. An obvious beneficiary of this push would be the cement companies operating in India. Hence, I would look through all the cement companies and apply the checklist to identify which amongst all the cement companies are well positioned to leverage this macro trend.
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