Arvind Sanger of Geosphere Capital Management lists 3 top sectors for the next 3 years.

The challenge right now is finding areas where there is growth and not banking on the liquidity rally to drive perception that everything i...

“Decontrol” remains decontrol in name only and there is clearly a grave reluctance on the part of the companies to raise prices.

when you have an improvement in confidence, you see reasonably short order a follow-through in the economy and this time, this does not see...

The biggest positive data in the US has been strong employment growth but lack of any labour inflation as well as any other inflation.

"I guess leaving aside the gas side of the equation so the name like that is interesting but there are number of other bottom up names acro...

"Well, it is so hard to estimate I have seen all kinds of numbers. People have thrown out numbers as high as it benefits GDP by 2% that is ...

"Once you see the production cut backs and the supply responses then in a year’s time crude should settle in my opinion in the new normal w...

'I think what is frankly somewhat disappointing is that the government has made really no tough decisions.'

'There are pockets of strength but they are more driven by end user consumption than they are by government policy making.'

'It is frankly one of the most disappointing things that this government has done.'

'From a India standpoint, being an importer on the oil front, it is a positive sign to have this commodity price correction.'

'The biggest risk that we are watching right now for India is how quickly the Fed goes towards raising interest rates.'

'The only way domestics can take over is when you see signs that give people confidence that the economy is going to come back strongly.'

'I think that as the economic cycle recovers and as loan growth comes back, banks will be the obvious columns in the Indian economy.'

'That is the range we are in and the earnings have not provided a breakout opportunity. However, we did not expect it to also.'

Investors have to be assured that tax authorities are not going to ques either P-notes or Mauritius-routed investments, said Arvind Sanger ...