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Investment Ideas shared by Siddharth Mehta in ET Market Talks

"Our view is that from a 5–7-year perspective, many of these variables will play out and get reflected appropriately in stock prices. High-quality businesses with dominant competitive advantages have the appropriate levers to pull in difficult periods and we believe that they, in fact, will come through this period and go on to become larger and more dominant," says Siddharth Mehta Former Director of IL&FS Company.