Key Points
Sachin Shah, Fund (Portfolio) Manager, Emkay Investment Managers, says gone are the days when OMCs had to bleed a lot when the oil prices went through the roof..
There will always be some bit of tinkering here and there which the government has to take actions keeping a larger picture in the overall scheme of things..
There are a lot of businesses, a lot of stock prices which have actually delivered fantastic returns and they are now discounting at least, I would say, March 25 kind of positive earnings estimates also at this point in time...
As you mentioned earlier, the smallcaps have actually done very well in the last three to four months I would say and that is one area where a few bottom-up businesses where we have had opportunities, some of the businesses that we have been holding on, say a power equipment company that we have been holding for the last five-six years and in the last 18 months it has actually gone almost 8x to 9x..
So, it is very company specific where we like the businesses but the stock prices have run up a little bit ahead of time...
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