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“There is nothing cheap in the market now, but a long-term investor can still get an average of 12 to 13 percent return over a three-year period.”
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“Valuations are not cheap, that's what worries me. But it probably will get more expensive before it gets cheaper.”
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“Earnings numbers from some of these companies were surprising on the positive side.”
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“Within India, genuinely, Indian businessmen are so positive in terms of body language. No one sees any kind of concern. The big thing is that they are so confident.”
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“Moreover, they face no foreign competition.”
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“There is pricing power for cement makers and it could improve their profitability.”
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“We intend to break language barriers.”
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