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The situation stabilizes and capital becomes easier to source, acquisitions should pick up, says Balakrishnan of Infosys. Corporates do want to globalize and there are a lot of assets available outside India which are quite meaningful for them. Am overall very positive about the India story but with a very cautious approach, says Ramaswamy of KPMG.
The results As you can see, buying stocks at a discount to their intrinsic value doesn't guarantee you'll make money. Our portfolio is down 16.5 per cent since inception on April 13, with all nine stocks in the red. That's worse than the S 500, which is down 11.4 per cent over the same period...
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