Thursday, July 28, 2011

think medium, think small, look deep in the crowd


indian large caps have grown big
they are clueless about how to get next bout of big growth.
they can't grow bigger
unless they go global big time
or government unleashes next round of liberalisation.
none seems easy at this moment.
they seem to have fatigued.
they don't seem to be going anywhere.
--
this is the time
when
out of the big weary crowd
next largecaps pop out
from amidst the midcaps
and
next midcaps pop out
from amidst the small caps.
--
while existing sectors are not growing
only yo-yoing
newer segments
and niche segments
are about to greenshoot.
--
get ready
for the next big big wave
from the most unexpected quarters.
--
even i don't know what it will be
but i am ready
to recognize it
as it happens.

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