et now

"In financials, there are a handful of five or six banks where we personally and many of our funds are invested in with a strong active weight because we think these guys are going to come out of this difficult period with their foot on…

“We are cap agnostic, one has to be more bottom up and company focussed in the market. While large caps have borne the brunt of the FPI selling, when FPIs come back, obviously the natural beneficiaries in the short term will be the large…