7 disruptions that could leave a mark on markets

Axis Capital has highlighted seven disruptive trends that can transform several sectors of the Indian economy in this decade.
DOUBLING OF farmers income by 2022

CHANGE IN automobile emission norms

DIGITISATION, NEW players, and consolidation in the banking space

CAPITAL INVESTMENTS in railways, defense, and logistics

GST AND other macro transformation

NEW EMISSION norms in power and growth in renewables

DATA FLOOD in telecom and media can cause disruption across the sectors. Axis Capital recommends stocks such as Maruti, HDFC Bank, Bharti Infratel, BHEL, LIC Housing and others that can benefi t from these disruptions.






TELECOM & MEDIA: Data Flood!
Data growth is the key driver. The fight for market share will get tougher with the entry of RJio. Network capex ramped up, bolstering spectrum ownership to fi ll gaps, pricing aggression in data has already begun.

The Indian media space could see serious disruption in next few years given the expected non-linear growth in Digital/ OTT platforms like RJio, Netfl ix, ALT, Hungama live etc.
Bharti Infratel