Agree on the point that trends are spotted. Its observation , generalisation and asking why so !!
1.) City based young to mid age middle class will more and more embrace investing in equities. It has nothing to do with market timing. Rather I think , awareness, interest, addiction & relevance, of equity investment will grow exponentially. Real Estate, Gold will slowly take a back seat. Intelligent investing, liquidity, analysis will gain strength over site visits, broker meetings & multi lakh cash down payments. Living on rented premise will not be regarded as option for hopeless but smart way of living. Companies enabling equity investing may grow bigger in times to come.I have no ready list of names of such stocks
2.) I remember AC was a luxury in 1995 to 2000. It is necessity now. Similarly flight is still for the better off, but in next 5-10 years, I think air traffic is going to go manifold. Though airlines have many more challenges to overcome, but need for speed & comfort will drive aviation traffic crazy.
3.) IOT, Machine to man, machine to machine based communication can be the next big thing. However no green shoot visible at present Few living beings left who dont have a SIM. Next target are inanimate dumb gadgets & a SIM will breathe life into them.
4.) I have doubt on 4 wheeler demand. Somehow feel the Ola, Uber will offer better, cheaper & more convenient travel than owning a car.
5.) Next Level Entertainment: Theme park, amusement park, adventure experience, foreign tours will grow bigger. People will look beyond movie halls & family trip to Nainital
Jotted down random thoughts without specific stocks to watch out for.