Hiren Ved is CIO and Co-Founder of Alchemy Capital
Rakesh Jhunjhunwala is also a Co-founder of Alchemy Capital
Hiren talks about the upcoming budget and the short term triggers for the market.
He is bullish on the Housing finance companies. Hiren is confident about Bajaj Finance. Bullish on mid cap IT companies.
20:25 to 24:05 Hiren talks about understanding small cap companies
a) The area in which the company operates should present an opportunity which is significantly big. Don't look for niches, look for large opportunities
b) Look for very good management. Very important in a small cap. Clean governance standards.
c) Give time to your investments. Don't buy in one shot. Buy in staggered manner. As your hypothesis works, keep adding.
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