We have to be positive on India and great returns will be made: Sunil Singhania

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We have to be positive about India and great returns will be made...

But given the earnings trajectory and the fact that the earnings for these companies tend to grow slightly better or faster than the larger companies, there is merit in saying that for really long-term investors who have a view of three-five years, these companies can give you better results but with more volatility..

The other thing is that typically when domestic inflows happen, the smaller companies or the broader markets do well and that has been the case for the last two-three years..

So, a 15% sacrosanct ROC and ROE is something which allows us to ensure that we make less mistakes, a 15% growth is possible across so many companies and if you are able to dig a little bit deep and take three-four years view, you are able to find stocks where even the valuations are in your favour..

So whether it is a Rs 10 lakh crore spending on infrastructure, the PLI, the Make in India, defence, railways, and so on and so forth, our view is that the next five years can be really revolutionary and that would be the phase where India from a $3.7-trillion economy can easily become $5-5.5 trillion economy. and that phase will be very exciting..

Full story at Economic Times | 

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