Reliance may be performing today, it has been a bit of a laggard. Your view?
After making a phenomenal move all through last year, Reliance had paused or taken a breather. From a slightly more medium term to longer term perspective, our house remains pretty positive on Reliance because we think they are at the cutting edge of both telecom and digital business and we are extremely bullish on both these businesses. The stock has been in a consolidation mode for the last few months but it will do well. We remain positive on the stock.
How are you approaching the so-called internet and platform and digital theme now? What about companies like