Ravi Dharamshi of ValueQuest Investment, is not bullish on the IT sector due to its maturity and slower growth rate, with a ceiling of 8-12...

I am a contrarian positive, because there is nobody left who is optimistic: ValueQuest's CIO

"One space, where we have placed some bet and is to pan out, is small finance banks.

“Specialty chemical companies can easily grow at the rate of 15% to 20% over the next 5-10 years. It is a huge good growth rate and it does...

If the dragon is going to stumble, there is going to be rumbling; China has the potential to be the blackest of black swan, says Dharamshi.

"Our population is 5 times that of America and they are going to get wealthy over the next 5-7 years and consume a lot of things."

Dharamshi feels that the govt has to do its role and completely refocus on infrastructure-led growth. The quality of fiscal deficit is what...

I have never seen such kind of clarity from the government about what kind of steps they are going to take, says Ravi Dharamshi.

"It has been a wonderful journey and the obvious triggers or the catalysts, that the market keeps looking for, are missing to some extent."

'I cannot predict whether we are going 10 per cent down first or 10 per cent up first. But surely any dip would be an opportunity to buy.'

People have voted for better governance, development, meritocracy over dynasty politics, pseudo secularism and various other vote bank poli...

For us the portfolio strategy for the entire last year was to stay completely invested and we are not budging from that, come what may.

"We are very bullish on technology per se. Narayana Murthy has come in and has spelt out his strategy. The strategy is to get cost under co...

"Developed world's loose liquidity policy is likely to remain for some time. Therefore, we can say that markets deserve to be higher," Ravi...

"We like MindTree, we like Tech Mahindra, we believe even in the large caps"

The confidence of being in a bull market is lacking because in the year 2013, the economic data is still coming out bad, says Ravi Dharamsh...

"Banking, since it is a proxy to the GDP growth, will pick up and margins have already bottomed out for a lot of players."