Anoop Bhaskar, Head-Equity, UTI AMC, shared his views during a panel discussion moderated by Kaustubh Belapurkar, Director of Fund Research at Morningstar India, at the Morningstar Investment Conference held in Mumbai.
1) What have been the reasons for the performance of mid- and small-cap stocks? Is it fundamental or flows driven?
2) The mid- and small-cap universe is fairly large. How do you identify the ones you would want to build your portfolio out of?
3) Going forward, do you see a lot of money flowing into the mid- and small-cap space?
4) How do you see really the government delivering on some of the reform agendas?
5) Do believe that the outlook of large-cap companies in India is fairly negative and it is time to focus on the mid- and small-cap segment?
