“Though people would want to participate in the midcap names because of the momentum, in terms of valuations and risk adjusted returns, we think that HCL Tech and Infosys are better placed.”
"There has been a high level of attrition among a lot of our people who are business leaders over the last six months to a year in Ujjivan. We were very concerned about that because these people are the ones who built Ujjivan."
“Most companies, even within sectors which are slightly on the negative side of the ESG, have started taking action to come on the positive side of the ESG. So I would say that there is no question of totally ignoring sectors which today are looking slightly negative on the ESG side.”