'The real money in India over the coming period is likely to be made in small-cap stocks rather than in the large-cap benchmark names.'
'He has been one of the clearest thinkers in the history of business.'
'Reduce your equity allocation, put that allocation into gold and fixed income.'
'The bull market cycle ran for five years. It's the end of that cycle.' 'The next cycle is a down cycle, and in that down cycle, you will see the Sensex falling from their highs of around 68,000 to maybe 40,000-50,000 at the bottom of the cycle.'
'The pitch for India is flat, the ball for India is old, the sun for India is out, and the bowlers are not bowling too well.' 'I think only we can get ourselves out.'