Excerpts from an interview with ETNOW.In the past one-and-a-half to two years, quality and visibility combined as a theme has done extremely well. On the other side, we see in many of the cyclical companies especially in the midcap and the smallcap segment, the prices are already factoring in or discounting the slowdown. For the last two years globally and even in India, money has moved towards largecap, low beta, more visibility, defensive stocks. These have good ROC and so their business models are good. That space becomes very interesting and possibly this is the space which will give better returns to investors than just the largecaps.

Source: Economic Times November 13, 2019 11:23 UTC