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In the 1980s, we were advised, why don't you follow Reaganomics or Thatcherite economics. We said, yes, there are good points, let's see how we can fit them in the Indian economy. Every country has its own way of moving forward.

If you ask me, over time, I am a believer in the Indian financial saving story getting stronger; a lot more savers are moving money away from gold and real estate into banks, mutual funds, insurance and equities.

More reforms will give more impetus to German industries to invest in India. German companies want to be treated on par with Indian companies, and creation of an equitable market is crucial for investments.

I think that the first thing is you should have a strategic asset allocation mix that assumes that you don't know what the future is going to hold.

I have a high degree of confidence about India's growth potential in IT.

A constant in my approach to investing: You should think politically but unconventionally.

We can find a great sector or business, but we're investing so early that unless there's this tenacious grit, determination, resourcefulness, ability to evolve, it won't work.

With liberalisation, Indian industry gained international exposure because of which it became imperative for companies to rework their strategies to become globally competitive.

Buy into good, well-researched companies and then wait. Let's call it a sit-on-your-hands investment strategy.

As a traditionally risk-averse nation, India has rarely been at the forefront of innovation. Indian companies have mostly imitated others and became very good at it.