Forget sharp cyclical recoveries, wait for a structural recovery which will last longer, says Narain.
A few blips here and there will weed out people who are not long-term investors: Siddhartha Lal, Eicher Motors
Normally 3% to 5% cost increase can be easily passed on, but it is tough to pass on 15%, says Lal.
One should not get too worried about these month-on-month changes, says the Ashok Leyland CFO
We are going through a corrective phase with a positive bias and it will be over in a few months, says Jain.
Given elections and volatility, better to be in largecap/multi cap space, says Deputy CEO, Rel Cap AM
The market continues to throw up opportunities every now and then, says the HDFC AMC fund manager.
Not all NBFCs should be painted in a bad way, says the Piramal group chairman
Challenge at Nestle is not what to launch but when to launch, says MD
“The froth is not completely clear in mid and smallcaps but now is a good starting point.”
The biggest mistake global companies can make in India is follow money, not people
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