Porinju Veliyath believes that it will not be easy to create alpha investing in the well-known largecap companies, but one can still invest in them. He continues to believe in the India story, and that India's era is just starting, which is where China was in 2007. Veliyath suggests that there are many upcoming midcap companies that can offer great opportunities for the investing community to create alpha, and further states that many state PSUs, if better managed, could become multi-baggers.
Read More