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“Sensible value will be emerging where you have some disappointments which might come up in the next couple of quarters. Tech is one space where there has been some disappointment but there will still be some challenges as we get along and there already we have seen one leg of valuation correction of 30%-40% especially in the largecap side.”
“If you trust your money to a mutual fund manager, who brings his expertise in terms of stock picking not only to the diversification across large, mid and smallcaps but also across the sectors, I will find this to be as good a time to invest as any. And finally, because the markets are reaching new highs, it does not mean that markets are overpriced.
"The tide has lifted all the boats in this space. Amid India's buoyant equity markets as well as strong institutional and retail liquidity, several stocks with low public float have also surged this year. We believe caution is warranted in those names with a lower free float amid a lack of liquidity and low institutional ownership. The recent sharp price cuts across this space have showcased the underlying risk involved."
"It's time to be sector-specific if not company-specific. Sectors that are reliant on domestic business will continue to do relatively well compared to companies that are overly reliant on exports. Rather than investing in a high-level mid-, small-, or largecap fund, thematic fund investing would be the ideal approach. As the Indian economy prepares for the catapult, some sectors would outperform for a prolonged period."
"The Indian economy is witnessing a revival in capex, which is being driven by strong government spending and private investment in key sectors such as infrastructure, capital goods, renewables, oil and gas, automobiles, and certain brownfield upgradation capex. ROEs have been remarkably resilient and improving in the BFSI segment, especially for lenders."