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The market veteran said that well-known investors including Warren Buffett made the largest chunk of money from a concentrated portfolio of good companies though they also diversified to protect their wealth.
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"Budgetary allocation of Rs 10,000 crore for developing fisheries, animal husbandry can give the necessary boost to these sectors," said Ajay Kakra, Leader - Food and Agriculture, PwC India.
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India is looking to double farmer income by the 2022, a plan which many experts feel is ambitious. Yet, with proper implementation of rural reforms, the target may still be within reach.
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Ramesh Damani sat down with Kuntal Shah, Partner of SageOne Investments, and asked him about his investment processes and how he controls emotions of greed and fear.
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Garment manufacturer Arvind has revised its FY14 revenue guidance from 20 percent to 24 percent. The company is expecting the H1FY14 sales growth at 29.3 percent.
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Infrastructure and exports are two vehicles that will lead India in the coming years, believes Manish Chokhani.
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Delhi perhaps is truly reflecting the sentiment of Indians that there is room for politics of another kind, Vallabh Bhanshali of Enam says. The Aam Aadmi Party winning 27 out of the 70 seats proves just that.
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Anirudha Dutta of CLSA expects a volatile ride now. He says market bias will remain upwards till the first signs of an early election emerge.
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The focus will now also shift to earnings season. Sensex earnings are likely to grow at 6% (YoY) versus 13% in Q1, owing to the high subsidy burden on upstream oil companies, says Nandan Chakraborty of Enam.
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September saw a strong sector rotation trend supported by positive domestic factors. Mahesh Nandurkar of CLSA believes that the domestic newsflow will continue to remain positive in the near-term.
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Prabhat Awasthi of Nomura expects a sentiment-driven rally in the near-term. "The reforms announced over the weekend have come as a big surprise to the market," he explained.
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The ECB announcement gave a leg up to markets including India as this has allayed fears of a catastrophic Eurozone meltdown. However, the world economy looks more recessionary than ever, says Nandan Chakraborty of Enam.
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Given the high valuations of the Indian market, Nandan Chakraborty of Enam said they have turned even more defensive and also raised export sector allocations in their model portfolio.
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Disappointing results, weak IIP, slackening business and consumer confidence indices & poor monsoon do not bode well for the near-term and suggest some more pain ahead, says Nandan Chakraborty of ENAM.
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results reported by the BFSI players so far including, HDFC, HDFC Bank and IndusInd have shown healthy growth and asset quality trend, but we need to watch out for asset quality trends from the public sector bank results, says Nandan Chakraborty of ENAM.
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Indian markets are in the midst of a strong bear rally, based on hopes of a turn of the rupee, a cool off of Euro-panic, and the new PM cum FM allaying investor sentiment, says Nandan Chakraborty of Enam.
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There are expectations the RBI may open a special dollar window or allow state-run oil companies to make 50% of their dollar purchases through a single state-owned bank to lower the rupee's volatility, says Nandan Chakraborty of Enam.
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Nandan Chakraborty of Enam expects the RBI to cut repo rate by 25 basis points as the slip in domestic growth deterioration warrants front-ended action.
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By the end of FY13, the rupee could appreciate to 51 levels with falling imports of crude and gold and probable liquidity injections in US/Europe, says Nandan Chakraborty of ENAM.
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With India's Q4FY12 GDP growth hitting a 9-year low, it should probably jolt the government from its complacency. We hope the government follows through with a diesel price hike, says Nandan Chakraborty, ENAM.
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Any further correction in commodity prices will bode well for India's twin deficits, says Nandan Chakraborty, ENAM.
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Geoffrey Dennis of Citigroup said they were overweight Asia, but India was the biggest Underweight by more than 600 bps.
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While it's too early to discern trends, earnings growth seems marginally better than expected, says Nandan Chakraborty of Enam.
