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In edge computing, device smartness doesn t just mean AI, it also means enabling machines with the ability to process when offline & being ready for the 5G revolution. ....
“In every bull market, everything is never perfect and kosher. And then that is our job. We have to be really smart and see which of these are actually backed by fundamentals? If they are backed by fundamentals, yes, they will correct but they will not crap out. So you have to be sensible.” ....
“When decadal trends start changing, it does not end in a year. It actually gets elongated. The whole PSU basket is not just banks, it is also defence stocks, infra-type plays. So, going with the trend, being humble, accepting what the market is telling you, is what I have learnt.” ....
“For me, the red flags are global. What is concerning me is the way commodities have been going up, especially crude. And energy has a very big inflationary impact. You are seeing that in US bond yields and the US dollar. The risk to Indian markets is more global and that will get expressed by a global kind of correction or aggressive FII selling.” ....