ENAM - Manish Chokhani

Not sure of the index, PN clampdown will slow down the money

Subprime may blow up even more in India

Although insurance money might get invested in the next few months

Tread water for a bit

Elections in India, Olympics in India, interesting year ahead

People exiting Large caps will put into midcaps and not necessarily exiting the market

Update

IT might be just of the past glory like HLL

People moving towards local consumption story

The next Sunil Mittal is going to come out of the Infrastructure

RPL and RNRL are the first signs of retail coming and doing funny things

Some of the valuations are not right, sign of froth, lot of people left out and hence this froth