So you need to ask yourself where this magic is going to happen and for how long will it continue? Surely, the company needs to have a favourable competitive advantage. Think Colgate, Asian Paints or Bosch, Gillette or Parachute (Marico) these are wonderful companies with great moats. Even in a sector like telecom, Bharti Airtel had the first mover advantage in 2003-2004. Then there is the Indian IT sector which has established itself both locally and internationally.
Even in commodities there is Hindustan Zinc with its low cost of raw mate