Key Points
"So, regardless of what happened in the past month when people got a little worried about the impact on mid and smallcap due to some notification by the industry body or by a certain other notifications, I guess on average you have a decent medium term time horizon..
Just to get a sense from you, this entire debate which everyone is having is it going to be the year of a complete reversal from a largecaps of their underperformance or is it going to be a year of the continued momentum in midcap and smallcap, what is your view on the same...
If you have a longer time horizon like next three to five years across caps, across sectors there is enough opportunity in the market today which is what market and the market participants have recognised over the past few years and that has kept the market buoyant...
So, while we are navigating the short-term pressures on a lot of financial companies with regard to NIM, credit cost, etc, the big picture is that how do we position our portfolios to have the right set of opportunities where companies will become very-very big in size over the next three, five, and ten years..
Again, one needs to have a slightly medium-term time horizon on the second order impact of building materials and light and electrical, but on the real estate at this point in time it is amongst the best cycle that we have seen over the past many years now and that cycle seems to be continuing amongst the large listed developers or even the mid-sized listed developers...
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