That is something that we need to do now and that is going to be very critical to our shopping process. On the contrary, I prefer to buy businesses where I am taking a three- to five-year view in the microcap and in the small cap space. So, one should be very careful in what we buy in the midcap space. These are some of the spaces where I think one should be very careful.You should subject those companies earnings to continuous stress test. I expect the cold chain businesses to take off in a big way over the next three to five years.
Source: Economic Times February 09, 2018 05:13 UTC