If big is beautiful, large is lovely. There are some sectors where the macro structure is such that, for one or the other reason, the overall growth is higher. It could be a large market size, or the fact that it is a utility product or service which is required by everyone such as power or healthcare; or simply that in a developing economy it is a sector that is bound to see growth. This is not to say that growth comes without phases of slowdown. But when tailwinds come, they take care of all the slowdown and, over a period of time, growth is much better. These are the companies to target in times such as these.
