“While the flow story is helping us in the next one year, over the next two-three years, I believe that the earning per share of companies ...

"As a country, we will be reaping the benefits of this reform over the next five to seven years, and not in next five months," says MD & CE...

Investors must invest in balanced funds in a year that is supposed to be uncertain, where equity returns can vary from month to month, says...

One day when the flows into these midcaps stop, they will fall big time. It has consistently happened in the past, says Shah.

Still, if you have to invest Rs 100 in the market for a 3-year paradigm, I would suggest that your investor should invest Rs 20 today.

I believe the entire market has already discounted a 25 bps fall. So if you do not have that drop, it will become an issue tomorrow.

If you are taking a one-year call, then debt is a good call, but from a three-year thumping table call, it is equity to yield handsome retu...

"We are running one of the biggest value funds in the country. I feel that over a period of time, this concept is set to grow."

As we go forward, it is going to depend on which companies are going to utilise their capacities better, says Nimesh Shah.

'I feel there are lots of companies in the market where the capacity utilisation of those companies are at an very average level.'

"Whether it is a demographic dividend, or a population problem, is dependent on whether we give jobs or not."

"We believe that in this quarter there would not be any current account deficit. So we are reaching a very healthy place."

"Debt is a very beautiful place for a risk-adjusted return to fall in place."

Midcaps are at an all-time discount today vis-à-vis large caps in every sector. The market is extremely polarized.

"Whenever there are corrections in the market, there are others ready to come in."

Every correction can give rise to an opportunity. But, the quality of correction is more important than the quantum of correction.

India needs fiscal discipline to be brought back and that is what we need to do going forward, so that is what one is looking at.