"As for elections, this is one place where I feel a change will not be seen positively. We need continuity. Numbers can vary. Some may even argue that a coalition with moderated numbers may be a better thing. I am not a political pundit. All I know is that many of these do not stand the test way beyond a couple of weeks. Unless something drastic happens, it will come and go; that too will pass."
"The way the financials have moved over the last couple of quarters, there s a lot of merit in the business. The value of the stock in our view is much higher than what it is right now. We were positive earlier also and this only adds to our confidence," says Rahul Jain
If you look at the negative number that you have seen in China, it is a warning sign that where we are heading first in US and then in Europe because as I have repeatedly said that disinflation is the problem, not the inflation. I think inflation is behind us.