"You will see further improvement after an immediate reaction and the markets will calm down," says Vikas Khemani.
'Stay disciplined, and remain invested.' 'Volatile times are the best to invest in structural opportunities at the right price.'
'When you have the best market at your doorstep, international diversification is a distraction.'
Given the broken balance sheet and the limited fiscal room, the government has to kick off investment: Vikas Khemani & Stephen Gallagher.
From the 30-share blue-chip pack, Zomato surged over 7 per cent. Maruti, ITC Hotels, ITC, Mahindra & Mahindra, Asian Paints, Titan and IndusInd Bank were among the biggest gainers. Power Grid, Larsen & Toubro, NTPC, UltraTech Cement, HCL Tech, Tech Mahindra, Infosys and Adani Ports were among the laggards.
'We see mid-and small-caps as a real pot of gold.' 'From a 10-15 years perspective, mid-and small-cap are likely to outperform the larger index, as they have done in the past.'
Vikas Khemani, President & Head-Institutional Equities, Edelweiss Securities, feels Finance Minister Pranab Mukherjee could really make Union Budget 2012-13 an important one.
From somebody who could not speak good English to becoming the president of Edelweiss Securities, Vikas Khemani speaks about the qualities that make leaders and achievers.
'Waiting for a market correction and optimising entry time in the markets will be akin to missing the woods for the trees.'
Vikas Khemani, the executive vice president & co-head, institutional equities at Edelweiss, spoke with rediff.com on sectors, themes and stocks that could make investors wealthy in long run.
Domestic mutual funds (MFs) and foreign portfolio investors (FPIs) have been net buyers of stocks in August. Domestic fund houses have continued to invest in stocks, propelled by the success of various new fund offers (NFOs) and strong flows into equity funds. MFs had purchased stocks worth more than Rs 8,300 crore until August 23, according to the data provided on the Securities and Exchange Board of India (Sebi) website. Jimmy Patel, MD and CEO at Quantum AMC, says: "The surge in equity investments by MFs is because of two key reasons. One, equity NFOs are getting a strong response from investors, and fund houses need to deploy that money in the markets.
The surge in IT, auto and FMCG stocks were led by investors seeking safety against market volatility.
In UK, France and Germany, the president and CEO of Edelweiss Securities, anticipates votes incrementally in favour of local protection and de-globalisation.
'People are doing a lot of trading.' 'Short-term euphoria can be seen.' 'Retail participation is best through MFs and PMS.'
A rising rupee is a tailwind for dollar investors.
FIIs are looking at the long-term story and initiatives of Indian pharma companies to transform themselves into global entities.
Besides Budget, markets will be driven by global events and the outcome of assembly elections.
Mindtree, eclerx and Hexaware are trading at similar valuations to that of the larger peers.
The markets will remain choppy ahead of RBI policy.
Experts believe the market will fall between 1 and 3%.
The sharp fall in the rupee's value against the dollar during the July-September quarter, it turns out, has come as a boon for corporate earnings.
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