"We see about 7% return for the period mentioned. Though it is not a very ballistic return, it will still put India among the top Asian per...

We are constructive about the market but that does not mean that near term you may not see a little bit of speed bumps.

'This is a temporary phenomenon, which may stretch uptil November, when probably people may not want to put through unnecessary risks in th...

The currency strengthening has also helped in terms of the margin profiles which is where it is broadly leading to the euphoria at this sec...

Investment fix is the one thing that India needs immediately because it is related to all other issues like weak job creation.

Short-term gyrations of the market due to the F&O expiry this week plus you have the overhang of MSCI rebalance into this month end.

It is small which makes it probably a better candidate for being fleet-footed because of a fewer people to coordinate with and get things m...

Arun Jaitley understands the perspective of what the electorate wants, what the corporate sector wants, what is required to turn around inv...

"Positive on export-focused companies like Bharat Forge or Motherson Sumi."

"Niche consumption sector to do well with rise in youth population."

"Buoyant interest rates to hurt FMCG, we are biased towards IT."

'Food Security Bill takes away all the good work that we have done over the last 12 months, in terms of fuel price increases,' says Jitendr...

"Yesterday’s selling was a bit of a surprise. A lot of it has to do with the amount of arbitrage money sloshing around in the Indian system...

"The need right now is to allow the earnings to catch up to get the investment growth. If we are able to mend this, we will obviously be ab...

The markets have shown resilience despite a spate of bad news -- from the EU crisis to deficient monsoons and a looming threat of a drought...

"There have been a lot of corrective elements in the market. Given the short-term outlook, we could see the market drift down a little," be...

We think that these are good growth stories going forward, so those exposures we are maintaining as such. There is no question about that.