Market rally to continue, to be far more broad-based; private banks, pharma look interesting

Companies in the mid and small-cap space which are governed and run efficiently, are expected to throw up returns disproportionate to what the frontline indices would indicate


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How Sachin Shah avoided capital destruction in his PMS

It is a secular growth story for number two, three & four banks in India.


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Restrict smallcap allocation to 25% of portfolio; choosing right company critical

Many quality mid and smallcaps have also come down in the last 12 months. They are not trading at frothy valuations any longer, says Sachin Shah, Fund Manager, Emkay Investment…


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