I realized I had to be both a top-down bottom-up investor then over a period of time I realized that I had to learn more about macro and debt. If you meet most people in India they would agree that we did that very successfully over a Period of Time. The central bankers have become the gurus of the market and we are all pawns, he says. He believes global central banks always will cause asset prices to go up again to extremely overvalued territory.