The flow of foreign money continues to be strong, which has not given any opportunity for a major correction. Stock prices have really surged beyond expectations.

It is difficult to find value buys at the current levels. However, the auto pack looks good.

The optimism is overdone, and there's going to be a correction. Growth is going to slow.

There's a lot of money chasing these (Asian) high-yield bonds, but we think it's temporary.

The fears over money laundering and terrorist financing are an over-reaction to an otherwise smaller problem affecting the lives of very poor people. These regulations governing remittances can be avoided.

The fears over money laundering and terrorist financing are an over- reaction to an otherwise smaller problem affecting the lives of very poor people. These regulations governing remittances can be avoided.