aditya narain

“At a strategy level, generally we would prefer low beta. We would prefer largecaps and we generally are running an underweight as far as the small and midcaps are concerned but a lot of these stories, rather than being thematic or…

"There is the beginning of a shift in manufacturing space. One of course is because the economy has evolved, there is capital that is supporting it but also because one has got into a situation where the government is incentivising this…