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economictimes.indiatimes.com / 1 year ago
economictimes.indiatimes.com / 1 year ago
livemint.com / 1 year ago
Small & midcaps still hold value; investors should stay constructive: Nilesh Shah
«It is quite possible we may go through some bit of consolidation as we grapple with global macros, as we grapple with local macros, but post that we should be in a pretty much a sweet spot,» says Nilesh Shah, MD & CEO, Envision Capital.
Is the market going to be a winner or not? Have we sold out enough?
Nilesh Shah: Yes, India will remain a winner, be it sports or be it the Main Street or be it the Mint Street, India remains a long-term winner. Yes, there would be a bit of upheavals here and there. Like in sports, you lose one match or so, but ultimately what matters is winning the trophy, winning the tournament. I clearly believe India will continue to win this trophy of being the star in emerging markets.
Yes, there has been a kind of a pretty much a very aggressive correction that we have seen over the last two months or during the course of this calendar year, but that is just been more of normalisation of valuation. A lot of froth is out and valuations have become a lot more reasonable. Growth is pretty much steady. So, in all of that context, it looks like that we are done with a lot of the corrections.
It is quite possible we may go through some bit of consolidation as we grapple with global macros, as we grapple with local macros, but post that we should be in a pretty much a sweet spot.
Let us pick it up market cap wise because even right now and especially those who sort of burnt their fingers badly in the small and midcaps are sort of rushing towards safer pockets like largecaps right now. Would you
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