Matt Orton, Chief Market Strategist at Raymond James Investment, says the upcoming LG Electronics India is generating excitement for several reasons. According to him, the company operates in a higher-quality segment of the consumer market and benefits from strong investor enthusiasm.
Orton highlighted the company’s ability to tap into the premiumisation trend, which he likens to his long-standing interest in companies like Mahindra and Mahindra . “It’s playing into the concept of a burgeoning middle class and the ability to push premium products,” he explained. He added that such a strategy typically leads to better margins, which in turn improves cash flow and profitability.
Beyond the LG, Orton expressed optimism about the Indian tech and quick commerce space. He pointed to compan