"When you look at the smallcap and the midcap space and the smallcap is defined as 250th and below, there is a large universe of stocks to choose from. A large part of them are domestic plays. If you are bullish on India from a medium to long term and you believe that the $3-trillion economy is moving to $5 trillion and $7 trillion over a period of time, this is the space you cannot ignore because a lot of businesses will become larger in size. "