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"Investors who had conviction in equities, who have stayed with their SIPs and invested in stocks for the last two-three years, have all been rewarded with handsome returns and that certainly means more and more money will come to the equity market over the longer term at the expense of other financial assets. It is a very good trend."
“It is pretty clear that the US is going into a soft landing. And that certainly will protect a lot of the IT spending from that perspective. So investors are looking ahead and maybe six to 12 months from now, we may have solid numbers coming through from the IT sector.”
“The real issue at hand is, where is the correction? Everywhere I go, people ask me that question as well and the answer is that we do not know when it will be. But the fact that people are still waiting for the correction means that they are to an extent under-invested.”
"Whenever we have seen a change of management like this, it has worked positively for shareholders. Look at what happened in JB Chemicals, and even then UniChem. All the acquisitions which have taken place in the pharma industry have been very positive for both the acquirer as well as the acquired company. They also have been able to unlock a lot of synergy. So I am very positive on this particular development in Cipla, being a shareholder and a disclosure, we and our clients are invested in it."
“If companies can compound earnings by even 17-18% or so, for an extended period of time, then you have a multibagger in your investment holdings. This is true of the last so many stocks that I have seen for the last 10-15 years or so. The critical thing is to remain invested and ride through the turbulence.”