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Feroze Azeez says: “Total SIP numbers for this year are greater than the total net sale of equity mutual funds in India which means the HNIs have redeemed money and retail has been very smart over the last two-three years, but HNIs have been selling money from equity because of the over-analysis and the pessimism.”
Hiren Ved says: In relative terms, India is better placed. Our macros have never been that good. And India Inc's balance sheets are de-levered. Earnings capacity has come back. So why should we trade at a discount? I mean, there is no reason to do that. From a three to five year perspective, I think we are fair, we are not at a premium.”
Radhika Gupta says: “We are recommending incremental allocations, especially in smallcap through the SIP route or telling people to come in with a longer horizon, do them in multi-cap but dont ignore the midcap space. When people talk about running away from mid and smallcap and just jumping to largecap, I do not think the Indian opportunity is captured adequately. ”