What we are seeing in Europe is obviously going to benefit the entire metal pack and then that could add value and exports might move up in a few companies. So definitely companies like Hindalco, JSW Steel and Tata Steel look like the biggest beneficiary of this.

So currently a palm oil move indicates there should be some momentum. I would be a little wary of this momentum trade on FMCG so we should avoid these stocks. The only FMCG stock which is coming up on our radar is Emami Ltd. which has broken out and is still holding on.

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“People need to find value in what they’re buying versus having an NFT for the sake of showing off. This means that unique and innovative projects will drive most of the new NFT drops. Sport NFTs, with their inherent connection to people’s hearts and fandom, is definitely one of the best ways of not just delivering value but also connecting with sports fans worldwide.”

"Since EVs are a growing segment there is going to be an overall benefit to the incumbent from a volume growth perspective when more competition comes. So competition is a welcome step for us because it will allow us to grow our volumes faster. Market share may come down. It is not our obsession or whether my market share remains intact at 88% or 90%. We can be 100% but it cannot be sustained and that is not very important. "

“One could find some interesting opportunities in the defence sector because geopolitical issues as well as general de-globalisation factors have increased the need for defence spending, more so in Europe. Closer to home and emerging markets, there are some very interesting opportunities in India, Indonesia and in Vietnam as well.”

Definitely the star cast is very strong but we have seen in last three months that just the star cast is not enough, the consumer has now got a lot of OTT and other options because now mobility is also back and so in order to get the footfalls on a consistent basis and not just advance booking or the first weekend, what definitely the script has to be strong.

“BoB has used the pandemic time to make the right investments in digital infrastructure and ensure that digital infrastructure is brought to bear for the benefit of customers enormously. So two factors; credit cost coming down and growth not being powered by equal increase in costs are the two most important factors behind its growth.”

“We are in a very aggressive Fed hiking cycle which we saw back last in 1999 that was the last time that we saw the dollar in a similar range and it did result in a recession. The likelihood of a recession has clearly increased and that further increases I would say the risk overall to Asian investors more particularly for certain markets and certain sectors.”