Massive amount of liquidity driving markets across the world. A significant amount of liquidity in the system. Institutional participation has been muted, at least in secondary markets. Focussing on necessities over discretionary. Leadership is perhaps a bigger theme than even necessities. Leadership seems to be crucial in gaining market share. Focus on balance sheets has become more important than before. Focus on exports crucial as a revival in DMS seems to be more rapid. Within the IT space, discretionary projects might be put on hold. It services seems to be in a good place. Catch the full interview with Ashwini Agarwal, Co-Founder & Partner of Ashmore Investment Management India LLP on The Market. Subscribe To ET Now For Latest Updates On Stocks, Business, Trading | ► https://goo.gl/SEjvK3 Subscribe Now To Our Network Channels :- Times Now : http://goo.gl/U9ibPb The NewsHour Debate : http://goo.gl/LfNgFF To Stay Updated Download the Times Now App :- Android Google Play : https://goo.gl/zJhWjC Apple App Store : https://goo.gl/d7QBQZ Social Media Links :- Twitter - http://goo.gl/hA0vDt Facebook - http://goo.gl/5Lr4mC G+ - http://goo.gl/hYxrmj Website - www.etnownews.com