Interviews Markets
Rising probability of of global risk-off biggest threat to Markets: Business Standard Interview
June 4, 2018
You expected around 10-15% return from the markets in calendar year 2018 (CY18) when we spoke last in February. Is there any change to these estimates? I have maintained that 2018 will be a year of Micro improvements and Macro risks. I feel that that is panning out, the numerous structural reforms undertaken over the […]
General Governance Interviews Markets
How your mental biases can stop you from becoming rich: ET Wealth Article
May 14, 2018
As a child, coming from a middle class family, I frequently used to wonder what it took to be rich. It was not until I read Predictably Irrational by Dan Ariely and Secrets of Millionaire Mind by T. Harv that I discovered how becoming rich was more about one’s mindset than anything else. We often […]
General Governance Interviews Markets Politics
India’s Rating Upgrade: Strong endorsement of structural reforms : ET Article
November 21, 2017
Good governance is the art of finding a balance between what is popular and what is progressive. In the past few months, we have seen a lot of hue and cry surrounding the triple tsunami of demonetisation, GST and RERA, leading to an apparent stagnation of growth rates, stifling of trade and commerce, and an […]
General Interviews Markets
IPO investors are willing to pay a premium for quality: Mint Interview
October 6, 2017
This year, most of the IPO (initial public offering) as well as QIP (qualified institutional placement) activity has been dominated by the financial services industry. What is driving this activity? Do you expect the trend to continue? Whenever economic activity picks up, banking always ends up being the largest raiser of capital for the simple […]
Interviews Markets
Current Valuation Should Not Deter One From Investment : BS Interview Excerpts
September 12, 2017
Q. There’s been a lot of expectation around shift in business from the unorganised sector into the organised one after goods and services tax (GST) implementation. Are your clients witnessing this? Any structural change takes time. The shift from unorganised to organised is an impending reality. However, this will be a long process. Many catalysts […]
General Governance Interviews Markets
There is no other market with the RoE profile of India: LiveMint Interview excerpts on sidelines of the Edelweiss India Conference 2017, Singapore
September 1, 2017
What is the investor community in Singapore asking you about India during your summit here? What has changed from last year and the year before? The conviction around the long-term India story remains intact. But investors also have to see their returns on a medium-term basis and have to evaluate their investments on a quarter-on-quarter […]
General Global Markets Interviews Markets
Look for growth to make money, not value: ET Now Interview Excerpts
June 27, 2017
Q. This is the last week before GST and it is a known devil. You already know the math. You know that it is a certainty. What we do not know of course is the earnings impact that we are likely to see and how long the impact is going to last? Do you think […]
General Governance Interviews Markets Politics Regulations
This time it’s different- Reflections of changes at the grass root level as the NDA government completes three years in office
May 16, 2017
“The history of the world is but the biography of great men,” wrote Scottish philosopher and essayist Thomas Carlyle in 1840.   He continued, “Find in any country the ablest man that exists there; raise him to the supreme place and loyally reverence him: you have the perfect government.” Thus, Carlyle placed above all the […]
General Global Markets Interviews Markets
Best strategy is to stay invested in domestic growth stories: Business Standard Interview Excerpts
April 25, 2017
Q. Do snap polls in the United Kingdom (UK) add an element of uncertainty for the global financial markets? Yes. The UK election adds further uncertainty to the Brexit process. Outcome of these election across UK, France and Germany this year is likely to shape the future of European policy. I anticipate votes incrementally in favour […]
General Governance Interviews Markets Regulations
Expect Budget to strike a balance between popular and progressive: Economic Times Article
February 1, 2017
The economy is gradually recovering from the impact of demonetisation although it may be some time before full normalcy is restored.India has made remarkable progress in the macroeconomic stability front (low inflation, contained current-account deficit) but still, aggregate demand in the economy remains weak. Three key segments of the economy ­ corporate, households and external […]