investment themes

“Money is looking into the value pockets and that is very clear. The very high PE stocks have gone into a consolidation time correction, you are not making returns over there but definitely…

"I believe Ambuja Cement and Adani Port are two companies that are mispriced. One of the reason for that is they have a lot of institutional holding to begin with and therefore the…

“In the smaller pockets of southern India, there are many small companies which are probably suffering more because of the economics of scale and in the southern pocket, one could see some…

“There are no two thoughts about it. Everybody is agreeing how equity investors are going to make it. So one has to believe in equities and it is a proven thing to make long-term wealth.…

"IT services, manufacturing and auto ancillaries are the three themes that we are adding in portfolios. These which can really show robust earnings growth in coming years and possibly…

Diwali, the festival of lights, is an auspicious time according to the Hindu calendar. It stands for the triumph of virtue over evil, knowledge over ignorance, and light over darkness. There…

“Railways can be a big opportunity but as of now, I am not finding any company which can deliver that kind of growth. PSU defence companies also is a big opportunity but they are yet to…

"Many of our peers have better infrastructure and higher competitiveness, but none of them have a large domestic market like us. Put together, we believe there will be a renaissance in the…

“M&M has rallied by some 50-60% from here on. So now it will not be the agrarian stocks. One can buy some of these stocks but now the return expectation should be more reasonable than…

“There is going to be a change in sentiment in the next six months and users of commodities are now becoming a theme. A lot of people are thinking about companies which will benefit from…