Milind Karmarkar of Dalal & Broacha predicts market corrections are temporary, pointing to previous trends where corrections preceded growt...

We have invested earlier, but now at this stage what I think is that these are companies where a long-term, large growth potential probably...

So, any company which basically focuses not only on the top end, but something that is value for money, significant value for money, for th...

Maybe we will look at it at that point in time, but right now we miss getting into it early, but as of now we do not want to buy it.

So, my belief is that whenever a coalition is at the centre, then you see a decent growth. The clear focus is economics. The clear focus is...

Milind Karmarkar says: “In mid and especially smallcaps, there are excesses. It may continue for a long time, because I have learned that d...

Milind Karmarkar says: “A retail investor definitely needs to be lazy. At the same time, they also need to keep returning back to investmen...

We have Maruti in our portfolio. But besides that we have never bought into autos because frankly, again, a big part of business which is c...

Yes the cuisine is different but the appetite still remains the same. In fact the appetite probably is higher and because of that I do see ...

“India is on way to reach the target of becoming a $5-trillion economy. In all probability, the per capita income may also more than double...

''Whenever a company continues to grow at 24 per cent YoY, the multiple remains high.''

Prefer India pharma to MNCs and not keen on largecap IT as the scope for growth is less now.

Karmakar is happy to allocate 15% of your portfolio only to retailers

"Over a longer period, I would look at the ratio of raw material to sales. As long as that is in a comfortable level, I would not mind buyi...

M&M Financial Services has the strongest presence in rural India and over a period of time rural sector will grow significantly, says Milin...

The increasing per capita income could be the theme to look at. With younger generation coming into the earning age, consumption will drive...

I will hold on to the stock till the time I feel the business is matured and is probably growing at about 7%-8% and at that point of time I...