Ravi Dharamshi, CIO of ValueQuest Investment, discusses the challenges in the Indian market. He mentions that exports and rural consumers a...

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

“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...

"The RBI governor and monsoon are two things that can change the sentiment on the street"

"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."

There was a note last week by Morgan Stanley which said that the ROEs would rise from 12 per cent currently which are subdued to 14 per cen...

'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.'

Amara Raja is an example. So it is not necessarily something directly driven by policy, but what are the steps that the government needs.

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

"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."