Key Points
Saurabh Mukherjea, Founder, Marcellus Investment Managers, says the next 12 months is largely about foreign investors returning to this market and seeing what they can make of largecaps..
The sheer amount of money foreign investors make wont go into smallcaps so much; it will end up going into the larger stocks and we are hoping that consistent compounders will continue to make money from that..
In three years, we created more demat accounts in one of the largest markets in the world than have been created in 30 years and in that sort of frenzy, hundreds of smallcap stocks went up..
In the last year-and-a-half, as private equity and venture capital money has pulled back from the space, as PE money has pulled back, we have actually seen a reduction in funding for the smaller path labs and as a result the companies that we own, Dr Lal in Consistent Compounders and Rising Giants and Vijaya Diagnostics and Metropolis in Little Champs...
As I travel around the country, yesterday, I went to Boisar to see the market there, what Zudio was doing across the country is absolutely phenomenal and it is very difficult to believe that these sorts of disruptive moves across the Tata Sons Holdings can be happening without either the balance sheet backing of TCS, Rs 50,000 crore of cash flow there every year...
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