Give us your definition of your market doing? Now we’ve seen the uptickicick we’ve seen yesterday is very short and that happiness is wiped off the road. But what are you doing in the trade session for the week and in the short term, any moments a transition from here again a little bit of aggregation now?
Vario Sosoo: Honestly, I can only say I see these corrections as an opportunity to buy. One thing is clear, if you see that, I mean you see the top negative noise that is there. Iran-Israel’s peak of noise is, yet you don’t see crude no reason, also our markets for that matter. I think that any corrective of this type gives only an opportunity to add to a country that is the fastest growing world. The standard consumption is when you see nothing else. We still see an expenditure expenditure on peak. The car sells very strong. Amongst any parameters we see, it is good to do the economy.
Fortunately, infra spends also taken in the last six months, especially the government spent we saw. We have enthusiasm from the RBI that comes with a solid rate cut and then we see a great CRR cut too, to help infuse a lot of system recovery.
So, from all Indian views such as a strong place to invest. I see no reason why we need to worry here. Any corrections that I strongly suggest that one should be a buyer in these markets.
What sectors do you believe to participate in the majority and what sectors you believe to be the comfort of valuations?
Vario Sosoo: See, one thing is clearly income in a situation where consumption is very strong, so your approval is to endure us. Second, we are very positive for any interest sensitive for that matter. We are clearly in a small interest rate cycle. Despite all inflation remaining controlled. I don’t see the reason why we should be concerned about any front. The important ideas I now want is a fancy one of the best proxies to buy in terms of a strong grassroot level.
I think rural material, so Tier II, Tier III is a place where there is a solid base of DMART, the class they set, is that the model they set is very good. I’m talking about escorts one of our important ideas. This is another play as the theme, but I think the escorts can be the stock of the year in my sight. So, these are the factors three choices I want to be together here.
