Key Points
Porinju Veliyath, Founder & Fund Manager,Equity Intelligence India, says it is not going to be easy to create alpha investing in the well-known largecap companies..
I still believe that India's era is just starting..
India is where China was in 2007, before the Global Financial Crisis and China took really advantage of those things.. Porinju also said not only the central PSUs, even some of the state PSUs, are very wealthy..
That is where direct investors should seriously look at and in the next, two, three, five, ten years, it is going to be a great opportunity for the investing community to create alpha...
For example, you bought Raymonds, you bought into Tata Communications, you bought into Tata Consumer, you were betting on the Tata turnaround a couple of years ago..
