Ruchir Sharma, managing director, Morgan Stanley Investment Management (India), could easily qualify as one of the most influential foreign institutional investors in the country.
He joined Morgan Stanley in 1996, and is a senior portfolio manager for the Emerging Markets Equity and Global Asset Allocation portfolios.
Chetan Parikh, director, Capitalideasonline.com and Naveen Agarwal, head of research, Motilal Oswal Securities, spoke to Sharma about his investment philosophy and take on Indian markets.
Excerpts:
Could you summarise your investment philosophy?
There are three cornerstones to our investment philosophy - valuations, dynamics and sentiment
