Raj Mehta in CNBC Bajar Special

Raunak Onkar Shares His Thoughts On ITC , Coal India & Other Stocks

Where to bet for solid alpha in the next round of rally?

PPFAS MF के Raunak Onkar से जानिए लंबी अवधि के निवेश के लिए कौन सा Mutual Fund बेहतर Nivesh Ki ABCD

Raj Mehta's interview in The Newsroom - ET Now

Raunak Onkar's interview in NSE Closing Bell - CNBC TV18

How Thakkar of PPFAS MF invests his own money

Starting the investing journey early is important

How US tech turmoil has separated established players from younger ones

ET Now Swadesh Exclusive - Mr. Rajeev Thakkar

Why Rajeev Thakkar won’t sell global stocks to invest in India

Beat The Street

Why is conservative hybrid a good medium-term option?

Raj Mehta's exclusive interview on Parag Parikh Conservative Hybrid Fund - CNBC Awaaz

Rajeev Thakkar on why a Home Bias works against you

'This longer-than-expected drag on limits enchancement is definitely not a great situation to be in'

Rajeev Thakkar on Investing Character, Lifelong Learning, and Building an Antifragile Life

How to eliminate biases while investing

Here is how to build your dream portfolio

‘Investors can easily ride volatility by increasing their time horizon’

Faydemand Funds में जानें बाजार के इस महौल में किन Funds में निवेश की है राय (in Gujarati)

Reopening of Parag Parikh Flexi Cap fund: Meaning and implications for investor/निवेशक क्या करें अब

PPFAS Flexicap Fund's portfolio will largely look similar, says Rajeev Thakkar

Neil Parikh से जानेंगे Fund कैसे करेगा Indian Market में निवेश

Parag Parikh ELSS Tax Saver Fund : 1 Saal me shandar laabh

Interview with Raj Mehta, PPFAS Mutual Fund | Parag Parikh Flexi Cap Fund Re-opening Soon

पराग पारिख टैक्स सेवर फंड के फंड मैनेजर राज मेहता से बातचीत

Investing in a world where money is no longer available for free

Raj Mehta in CNBC Bajar (in Gujarati)

We are going into a dotcom bust after almost 22 years

Sticking to private sector banks; very cautious on consumption stocks

PPFAS Mutual Fund continues to stay positive on US tech stocks

Raunak Onkar Of PPFAS Shares His Long-Term Stock Picks

Meet Parag Parikh Flexi Cap fund manager | The Money Show

Rajeev Thakkar in NSE Closing Bell

Raj Mehta in CNBC Bajar Market

Parag Parikh Flexicap के Raunak Onkar से Finance Tips

Be careful about what you buy but don’t sell all and sit on cash

Beat The Street with Rajeev Thakkar of PPFAS

Some mid-cap IT firms are looking excessively valued

Raj Mehta in CNBC Bajar Market Mahurat

Raunak Onkar On Current Market Performance & Strategies Ahead

Be aware of the 'wild swings' before entering the equity market

New-age tech stocks: Wall Street lessons for the nascent Indian market

Faydemand Funds

Raj Mehta's interview in CNBC Bajar Market Mahurat

Tips to become financially independent

Why Raunak Onkar of PPFAS Mutual Fund prefers US stocks

Breaking Investment Stereotypes with Raunak Onkar

This fund manager is wary of PSU stocks

My most precious investing lessons

Master Talk: Investment strategy in current times

CNBC-બજાર પર જાણો રોકાણમંત્ર

Valuations attractive in non-lending financial services

Rajeev Thakkar's interview in ET Now

Raj Mehta's interview in CNBC Bajar Market

FINtastic Talks with Sanjiv Bajaj & Neil Parag Parikh, Chairman & CEO of PPFAS Mutual Fund

Mr. Rajeev Thakkar's interview in CNBC Bajar Market Mahurat (in Gujarati)

Parag Parikh Conservative Hybrid Fund NFO | Fincademy

Raunak Onkar Views On The Market Movement | NSE Closing Bell | CNBC TV18

'I wish to keep increasing my allocation to equity funds'

In conversation with Raj Mehta, Fund Manager at PPFAS Mutual Fund

Mr. Jayant Pai's interview in The Money Show

Raj Mehta's interview in CNBC Bajar Market Muhurat

It is as good a budget as Investors could have hoped for

Rajeev Thakkar's view on Mr. Warren Buffet's Letter

'One commission structure for all distributors'

Raj Mehta's interview in CNBC Bajar Market Muhurat

Investment Guide: Here's why mutual fund investors should avoid 'home country bias'

Rajeev Thakkar's interview in CNBC Bajar Market Muhurat

Investing via SIPs is a good strategy

PPFAS MF’s Raunak Onkar positive on these stocks

Rajeev Thakkar's interview - CNBC Bajar

Why PPFAS MF’s Rajeev Thakkar doesn't want to raise his exposure in private sector lenders

Too early to comment on how situation after COVID-19 vaccine plays out

Alphabet, Amazon helped India's Parag Parikh mutual fund deliver

Going against the grain

PPFAS Mutual Fund: A success story in value investing

Investors who wait for the last cloud to clear will be waiting forever

IT services cos that have built talent pool in cloud computing, digital services will benefit

‘It is still going to be important to have a physical presence’

How should you navigate your global, domestic holdings?

Guide to investing overseas

We don't force ourselves to invest if opportunities aren't available: Neil Parag Parikh

What Next : In Conversation with Mr. Rajeev Thakkar, CIO PPFAS Mutual Fund and Nirav Hemani

PPFAS MF's Raunak Onkar Recommends Holding These Stocks In The Portfolio

Benjamin Graham kind of value investing is difficult to implement in India

Neil Parag Parikh's Interview with PMSKart

Will private sector bank valuations correct further? bad as it appears

'In life, as in markets, nothing is as good or bad as it appears'

Understating International & Multicap Investing in Mutual

Talking Point: Why PPFAS Mutual Fund Chooses Midcaps Over Largecaps

This mutual fund gave 17% returns in last one year vs average category return of 0.56%. What was the secret strategy?

Is Risk Aversion Rising?

Mutual fund strategy that you should follow in the middle of the pandemic

Mr. Jayant Pai's interview in The Money Show

Rajeev Thakkar On Market's Key Risk & Triggers Amid Pandemic

Goal is to create a community of like-minded investors

Why PPFAS' Rajeev Thakkar Bets On Microsoft, Amazon

Why is Global Investing Important?

Mr. Raunak Onkar's interview in CNBC Awaaz Faydemand Funds

In Life, as in Markets, Nothing is good or bad as it appears

How to calculate advance tax? | The Money Show

'Managing investor behaviour is crucial to building long-term customer base’

Mr. Raunak Onkar on Alpha Manager show

Mr. Rajeev Thakkar - CNBC Bajar Market Mahurat

Mr. Neil Parag Parikh's interview - The Economic Times (Gujarati)

Mind your Business with Rajeev Thakkar

Mr.Raunak Onkar on CNBC TV18 - Alpha Manager

Buffett tips: Don't borrow to buy stocks & don't invest in stocks the money you'll need soon

It is clichéd to say, but "don't panic" is a useful strategy

A master take on lockdown- in conversation with Raj Mehta

Lockdown Diaries: Work from home has become the new normal

One has to be selective while buying stocks

Judge stocks by company's balance sheet strength

'Correction in market bit overdone, it will recover before economy recovers'

Overall Valuations Today Are Definitely Looking More Attractive Than A Month Back

Raunak Onkar's interview on Alpha Manager - CNBC TV

What precautions should you take while filing your Income Tax?

Mr. Raj Mehta, Fund Manager in 'Market Mahurat' Show

शेयर बाजार के किन खास क्षेत्रों पर है पीपीएफएएस म्यूचुअल फंड की नजर?

Mr. Raunak Onkar's Interview - CNBC Awaaz

India lacks disruptive companies in listed space: Rajeev Thakkar, PPFAS MF

The Mutual Fund Show: Parag Parikh Long Term Equity Fund's Edge Over Peers

Mr. Jayant Pai on ET Now - The Money Show

Mr. Raunak Onkar on Alpha Manager - CNBC TV18

‘Until Something Bad Happens, Investors Don’t Realise What The Risks Are’

Mr. Raj Mehta on Market Mahurat - CNBC Bajar

PPFAS Mutual Fund's Investment Thesis

We stay away from companies with questionable management: Rajeev Thakkar of PPFAS Mutual Fund

Neil Parikh's interview - Channel 10

Raj Sir's Interview with CNBC Bajaar

Stock investing is about how much you bought or sold when you got it right

Raunak Sir's interview with CNBC TV 18

Fund Anatomy: Rajeev Thakkar of PPFAS Mutual Fund speaks on appropriate cash level, market performance

In an interview to CNBC-TV18, Raunak Onkar, research head, said, "We have been of the view for a while that the frontline consumer ideas have been very expensive and they still are expensive irrespective of what the markets have been doing for other areas in the stock market."

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We have been adding the companies that we already own and which we felt were still reasonably valued in our portfolio, Raunak Onkar, research head, PPFAS Mutual Fund, tells ET Now.

We have been adding the companies that we already own and which we felt were still reasonably valued in our portfolio, Raunak Onkar, research head, PPFAS Mutual Fund, tells ET Now.

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Faced with an overwhelming response to their 5th annual general meeting, PPFAS Mutual Fund was forced to cancel the registrations for their Mumbai and Bengaluru events. ET .com Mutual Funds spoke to Neil Parag Parikh, Chairman and CEO, PPFAS Mutual Fund, to find out his plans for the AGM, and his views on the current market.

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Zydus Wellness will take advantage of the distribution networks of all Heinz brands and expand the portfolio said Raunak Onkar, co-fund manager (equities) & head research, PPFAS Mutual Fund.

In the latest episode of Coffee Can Investing, read Saurabh Mukherjea, Founder of Marcellus Investment Managers, in conversation with Rajeev Thakkar, Director of PPFAS

Rajeev Thakkar, Fund Manager, Parag Parikh Long Term Equity Fund talks to us about the fund's outperformance and stock selection

On the 10 years since the Lehman collapse, the Indian banking sector has transformed drastically. Private banks have firmed up their roots and now their share has increased to 31% from 23% in 2008.

“With the interest rate and inflation rate differential between US and India, the INR should depreciate approximately 4-5% every year over the longer term”

Nivesh Mitr was in conversation with Neil Parag Parikh, Chairman and CEO, PPFAS Mutual Fund.

We are okay with buying companies growing at the same rate at which they were valued in terms of earnings cash flow multiples, Raunak Onkar, Head - Research, PPFAS MF, tells ET Now.

Mr. Rajeev Thakkar's interview by The Finapolis, July 4, 2018

Ask any fund manager about current valuations, and the standard response is either Indian equities are ‘still relatively cheap’, or ‘think about long-term’. There are very few equity funds today which hold a huge amount of cash, as most investment managers prefer to be fully invested.

Mr. Raunak Onkar's interview by The Calm Investor, July 2, 2018

There are over 35 Asset Management Companies (AMCs) in India. The typical AMC offers between 5 and 25 open-ended equity mutual funds with varying investment strategies to cater to every kind of investor. PPFAS is not a typical AMC. It offers just one equity mutual fund, Parag Parikh Long Term Equity Fund. My conversation today is with the Head of Research at PPFAS Mutual Fund, Raunak Onkar.

Mr. Raunak Onkar's interview by CNBC TV18, June 27, 2018

The valuation of consumption stocks not attractive at this point, said Raunak Onkar, PPFAS Mutual Fund. Speaking to CNBC-TV18, Onkar said that valuation has to be attractive for us to invest in consumption stocks.

Mr. Rajeev Thakkar's interview by Morningstar, June 20, 2018

Rajeev Thakkar, CIO at PPFAS Mutual Fund, manages PPFAS Long Term Equity, which recently completed 5 years. He shares his investing perspectives and discusses his fund with Ravi Samalad of Morningstar.

Mr. Rajeev Thakkar's interview by ET Now, June 15, 2018

Rajeev Thakkar, CIO, PPFAS MF, says with the election season coming in, concerns over valuations, tightening liquidity and interest rate cycle will be hogging the limelight. Thakkar tells ET Now that he would be hunting for only quality stocks.

Mr. Raunak Onkar's interview by ET Now, May 09, 2018

Talking to ET Now, Raunak Onkar, Research Head, PPFAS MF, explains that banking and technology are the two trends continuing to play out in the market and new opportunities can be found there.

Mr. Neil Parikh's interview by Cafemutual, April 30, 2018

In an interview with Cafemutual, Neil Parikh, CEO, PPFAS Mutual Fund shares his journey so far and future plans.

Both Indian investors and distributors are waking up to the stability and diversification offered by a fund with a significant exposure to foreign equities, Neil Parikh, CEO, PPFAS Mutual Fund, tells ET Wealth.

Even as it becomes difficult to pick stock given frothy valuations in the stock market, PPFAS Mutual Fund which manages assets topping Rs 1,000 crore is sitting on piles of cash at 23% of its AUM.

Talking to ET Now, Raunak Onkar, Research Head, PPFAS MF, says if tomorrow an idea comes in, 5% or 10% will go into two stocks and cash holding will reduce to 10%.

Once, people know what we are trying to achieve, I think we would really stand out and that AUM will automatically come after a point of time, says Neil Parikh, Chairman and CEO, PPFAS Mutual Fund.

What is your expectation from the upcoming Union Budget?
People are not too obsessed with the precise fiscal deficit percentage. People are ok with 10 basis points here and there. The biggest thing that would impact is long term capital gains tax.

Parag Parikh Financial Advisory Services Ltd. (PPFAS) Mutual Fund, a SEBI registered portfolio management service provider, has drawn up a road map to reduce its expense ratio for the benefit of equity investors, said a top executive.

ET Now: What a dream year this has been! The one year return of the Parag Parikh Long-Term Value Fund Regular Plan has surged over 30%. That has been a staggering return. Are the positions as is or are you looking to juggle something for 2018?

It is no secret that not only the last one year but the last three years have been fantastic for the industry. Government policies of demonetisation and the crackdown on black money have helped funds flow from physical assets, like gold and real estate, to financial assets.

When veteran value-styled investor Parag Parikh and his firm Parag Parikh Financial Advisory Services set up a mutual fund company, called PPFAS Asset Management Co. (AMC) Ltd in early 2013, it set out to do something different.

Parag Parikh Long Term Equity Fund is among the few funds in India with significant exposure to foreign stocks. Rajeev Thakkar, Chief Investment Officer and Director, PPFAS Mutual Fund, shares his outlook on foreign markets and stocks.

It was a tepid day for the market with the indices closing flat amidst volatility backed by global cues. The 30-share BSE Sensex was down 21.10 points at 33,756.28 and the 50-share NSE Nifty fell 3.90 points to 10,440.30.

Raunak Onkar of PPFAS Mutual Fund says it is not easy to pick new stocks in this market. "We are sitting on 18 per cent cash, but that is mostly residual cash," says he. Excerpts from an interview with ETNow.

In a chat with ET Now, Raunak Onkar, Head-Research, PPFAS Mutual Fund, says for long-term investors, 5% plunge should not matter and that If the stocks you wanted to buy in your grocery list have not fallen, sit on your cash and wait for them to come down further.

Alpha Manager Rajeev Thakkar, Chief Investment Officer and Director, Parag Parekh Mutual Fund (PPFAS MF) in an interview to CNBC-TV18 shared his outlook on the market and stocks selected in their portfolio.

You are an India fund but our viewers by now know that you also have very large global exposure and the stocks which you own are Facebook, Google, Apple, IBM, which means you have very deep understanding of what is happening to the US tech market and what is happening to US stocks.

Sometimes, less is more. I believe this is true when one is selecting equity mutual funds to achieve their long term financial goals.

Midcap IT companies that are in research, engineering services, digital space will benefit, said Rajeev Thakkar of PPFAS.

Around 5 pm on May 3, 2015, Neil Parikh got the fateful call. It was a Sunday and he remembers watching an IPL match between Mumbai Indians and Kings XI Punjab. The call was from Rajeev Thakkar-chief investment officer of PPFAS Mutual Fund-who was in Omaha, US, with Neil's father Parag Parikh, chairman and CEO of the fund, to attend the annual general meeting of legendary value investor Warren Buffett's firm, Berkshire Hathaway.

Rajeev Thakkar, CIO, Parag Parikh Financial Advisory Services Mutual Fund, says while the market momentum is clearly upward, things have been hard on a stock-specific basis and it is difficult to find meaningful ideas. Excerpts from an interview with ETNow.

What is it going to take for the markets to push further from here because of late we seem to be getting in a bit of a consolidation mode as is the rest of the world too?

Are you paying too much tax? Ask these financial planners on how you could save more

Reforms may seem disruptive, but sometimes they're necessary. It's too difficult to predict the impact of any reform to the last decimal place, on multiple industries, said Neil Parag Parikh, chairman and CEO, PPFAS Mutual Fund, in an interview with Ravi Ranjan Prasad. Reforms also allow new type of businesses, which can aggregate capacities more efficiently to flourish. Any short-term disruption is perhaps like a speed bump rather than a sinkhole, he remarked. Excerpts:

It will be tough. At least first six months I see it will be tough, the entire story was discretionary spend that has gone for a toss in the last quarter and I do not know when that will recover. Again, increasingly I do not think we have the option of exporting our way to growth so you will have challenges in IT space specifically and maybe even in pharma. I am cautious and not very exuberant going into 2017.

MF Live: Parag Parikh Long Term Equity Fund (PPLTV) as named after the founder, is the flagship fund of PPFAS Asset Management Private Limited (PPFAS AMPL). The fund is a diversified equity fund which allocates 35% of its funds to foreign stocks. Please throw more light on how you have strategized the overall investments in the fund?

Parikh, Thakkary says taught him the importance of psychology in valuing equities. An author on behavioural finance, Parikh lectured at various places and was well-read on everything research on behavioural finance, he says.

Fast-moving consumer goods (FMCG), a sector of low-ticket items, should be the first to recover from the demonetisation-induced slowdown, said Rajeev Thakkar, Chief Investment Officer, PPFAS Mutual Fund.

We are the only fund house that organises AGMs for our unit holders and distributors and put ourselves up for their scrutiny,' says Neil Parag Parikh, CEO, PPFAS Mutual Fund

What is the rationale of a fund investing a good portion of its portfolio in foreign stocks at a time when foreign investors are flocking to India?

We are invested 90-93 per cent. There is a certain amount of liquidity though the cash and arbitrage positions are also in dollar terms for our overseas investments.

As a part of the ongoing series on Know your Fund, we now bring to you Parag Parikh Long Term Equity Fund.

There are a very few Indian mutual funds that actively track and invest in US equities. For Rajeev Thakkar, CIO, PPFAS Mutual Fund, that’s a strength. This value hunter doesn’t mind going overseas and buying the Google owner Alphabet, while keeping an eye on Maharashtra Scooters and HDFC Bank (top domestic holdings).

We can be up to 35% in global stocks, currently it would be about 29-30% in that range. NASDAQ in terms of absolute values it is at highs sure but it is nowhere near the past NASDAQ bubble that we had seen earlier, says Rajeev Thakkar.

Neil Parikh, Chairman & CEO, PPFAS Asset Management talks about the rationale behind their unique strategy of running just one fund, on why his family’s personal investments are made in this fund, on the focal areas of his business going forward, and on his outlook for Indian equities over the next five years.

SN: Is there a mechanism in Mutual Funds where you repay cash to shareholders if you’re not finding opportunities for a long period of time?

Rajeev’s tenure at PPFAS began in 2001. His passion for researching and analysing the fundamentals of companies was evident from the very beginning and very soon he was heading the Research division at PPFAS. His responsibilities soon expanded as he was appointed the Fund Manager for the flagship scheme of the Portfolio Management Service, titled “Cognito” in 2003.

The fund’s 3-year return is below the flexi-cap category average, its 1-year return is above, but its YTD is way below. What is the reason for such wavering returns?

Midcap indices hit their new all-time high this week, but will this rally continue in future? Rajeev Thakkar, chief investment officer and director, PPFAS Mutual Fund feels multiple expansion may not continue forever and in some cases the multiples could contract also. Thakkar tells Feonline that strong inflows in domestic equity markets supported mid-and-small cap space and one needs to be very selective in buying after the recent run-up.

ET Now: Nearly one-fourth of your portfolio is global in nature whether it is an Apple or whether it is a Nestle or for that matter Google. Right now there is a global growth concern. It is haunting American companies as well as European banks. What is your positioning in terms of the global big picture?

राजीव ठक्कर ने संकेत धनोरकर से बातचीत में कहा कि उन हालात में बेहतर फैसले लेने का नाम ही इनवेस्टमेंट होता है, जिनमें मार्केट न बहुत तेज और न ही बहुत मंदा होता है। पेश हैं बातचीत के मुख्य अंश:

Except for the known problem areas like banks, commodity-linked firms and some overleveraged infrastructure names, results have been largely good and the trajectory is looking up. The commodity price fall has been corrected and it is on the upswing. Therefore, pressure on these players may recede, going forward.

In a volatile time for the market, PPFAS Mutual Fund’s only offering, the Long Term Value Fund (multi-cap), has done reasonably well, trouncing the average returns of multi-cap funds by a margin of 2-3 per cent. In an interview with BusinessLine, Neil Parikh, Chairman and CEO, shares his roadmap for the future. Edited excerpts:

While domestic macro indicators are looking up fast, equities can still offer only moderate returns of 10-15 per cent in the coming years, says Rajeev Thakkar, CIO and Director at PPFAS Mutual Fund. In an interview with Amit Mudgill of ETMarkets.com, he said one may expect mega ecommerce IPOs in the coming days, but believes valuing them could be a major challenge. Excerpts:

Nikunj Dalmia: We have seen hell and then we have seen heaven, what is the reality?
Rajeev Thakkar: At our end it is as boring as watching grass grow. Our investments in January when all hell was breaking loose was more or less the same as now, three months later. Nothing much has changed.

What were your key learnings from your dad? Two things come to mind immediately. Do not chase market fancies and current fads. When you chase a market fancy, you pay a fancy price and when that fancy ends, you are left with a fancy loss only.

He has been a part of the Capital Market for over a decade with experience across wealth management, research, Institutional desk, marketing, operations, broking, key client management to name a few. Starting his career as an intern with JM Morgan Stanley in 2003, he has been a part of Parag Parikh Financial Advisory Services Limited since July 2004 in various capacities. At PPFAS Mutual Fund, apart from handling key client relationships, he is also entrusted with the fulfillment of strategic responsibilities.

ET Now: Is this volatility a long-term investor's great friend?
Rajeev Thakkar: Absolutely.

Since inception, PPFAS Mutual Fund has been looked up to in the mutual-fund industry for its no-nonsense approach and skin-in-the-game model, which were the hallmarks of its founder, Parag Parikh. So, how has the fund fared after the veteran investor passed away in May this year? We talked to Rajeev Thakkar, CIO of the fund, to find out.

What is your take on the Fed hike? Are you definitely expecting a hike or is it more a question of quantum and what is the likely impact that you are expecting?

ET Now: What is your take on Maharashtra Scooters?
Rajeev Thakkar: Maharashtra Scooters is a play on Bajaj Auto, Bajaj Finserv, and Bajaj Holdings. As a business group, broadly, we like the group. We like the passion of Rajiv Bajaj in terms of the two-wheeler play and execution over there. What Sanjiv Bajaj is doing in the financial services play is good. We have been buying Maharashtra Scooters or we have bought it when the stock price was at almost 20% of the underlying investments. Of course, prices moved up now.

By replacing Parag Parikh as Chairman and CEO of PPFAS Mutual Fund, Neil Parikh has big shoes to fill. Here he assures investors that it is business as usual and speaks on why his equity fund is a winning proposition.

Neil is the son of Parag Parikh, 61, chairman of Parag Parikh Fund Advisory Services, who passed away on May 3 after a road accident. Neil has taken over as chairman and CEO.

When Parag Parikh died in a car accident in Omaha, US, this month, there was speculation in the market that his firm (Parag Parikh Financial Advisory Services) will be up for sale. Some even believed that there will be a run on assets, but that did not happen. In fact, the firm is in good hands and Rajeev Thakker is back to managing his fund.

It was a sad day when Parag Parikh, noted value investor and co-founder of PPFAS Mutual Fund, died in a car crash earlier this month right after attending the annual investor conference of his guru Warren Buffett’s Berkshire Hathaway.

Do you think the momentum in the market will continue going ahead? What could derail it?
The day to day events are uncertain to predict.One big positive is government’s focus on economic growth. It is easing the restrictions of doing business in India. The government’s ability to kick start projects and clear key bills will be something to watch out for.

With a tortoise for its logo, a single equity scheme and a go-anywhere mandate that allows the fund to invest in foreign stocks, Parag Parikh Financial Advisory Services’ (PPFAS) mutual fund has taken the road less travelled. The fund’s CIO Rajeev Thakkar fields questions about the fund’s offbeat ideas.

How has your outlook for equity changed with the change in the government? Does macro economic outlook have bearing on your portfolio?