“IT would be one industry where we will see a lot of concentric circles when it comes to talent mobilisation and that is the way forward. It is not just about saving costs, it is essentially getting a higher return on investment. That is how the future would look and one can stay relevant and ahead of the competition.”

“Without getting into any specific names in the HFC space, it is the affordable housing segment where there is a large runway for growth given that penetration levels are lower and also competition from banks are significantly lower than what it is in the price mortgage space. Especially in the larger cities, there appears to be a significant runway for growth.”

"The ferocity of the regulatory changes in the last 2-3 years has been quite crazy. If you look at the historical data of the last five years, you can see that India has become less volatile than the US. Probably, most of it is due to the impact of India being less leveraged.."

“Some more consolidation is likely to happen in the market in some of the stocks and sectors which had kind of run up very sharply, and where we had seen sharp growth. So the fundamentals do not change but when we oscillate between greed and fear, that needs to come back to normal and that is where we have seen profit happening.”

"The future continues to look bright. The government has been pushing capex and has asked the infrastructure ministries to achieve 60% (~4.45 lakh crores) of the FY23 capital expenditure budget by the September quarter to support the economy. The ministries have been asked to avoid any delays in completion and provide detailed monthly plans and progress reports. This clear mindset of the government will play a key role in achieving the $5 trillion economy."

“There might be a slowing down of the demand for IT mid to senior level consultants. There also might be pressure from a cut in IT spending in North America and world’s largest economies which may put pressure on the growth momentum in the coming quarters for the IT services companies. ”

“There are always two portions in a portfolio that one has to manage. One portion is high confidence and reasonable returns and that is where ITC fits in and that is the stable part of the portfolio. The other one is reasonable confidence and high return and that is where Vedant Fashions, Campus and Zomato fit in.”

“ If we get a 5-10% kind of correction, then markets will come into a better zone. Sectorally, we might get better opportunities into sectors we could outperform going forward. September-October tends to be months which have historically seen deeper corrections led by various factors. If the markets have gone up substantially prior to that, these two months are something we need to watch out for.”

"The FII selling pressure has also eased out now. Consequently, investors should look at dips as an opportunity to nibble rather than keep waiting on the side lines. As an investor, one needs to keep the Big Picture in mind. Indian economy is on a multi-year upcycle on the back of positive signs across all the three growth engines namely real estate cycle, private capex cycle and infra spending."