LG Electronics, Polycab among picks as premiumisation and infrastructure demand drive growth: Siddhartha Khemka

Siddhartha Khemka has identified LG Electronics and Polycab among his preferred picks, with premiumisation and infrastructure demand cited as key factors supporting growth.

Two themes behind the picks

The view links the companies to broader demand trends. Premiumisation points to the growing importance of higher-value products and offerings, while infrastructure demand provides a separate growth theme.

LG Electronics and Polycab were named together in the context of these drivers, although the available information does not provide further details on their individual businesses, financial performance or valuation.

What the outlook depends on

The investment case presented by Khemka is tied to the continued strength of premiumisation and infrastructure demand. Any change in those trends would be relevant to the growth outlook associated with the picks.

For now, the comments place both companies among the stocks being highlighted for exposure to these demand themes.