When you own a racehorse, why trot. By the same logic, in a growing economy like India, it makes sense to invest in growth-oriented businesses, like Mirae Asset’s Neelesh Surana does. He identifies opportunities in the most unlikely of spaces, including in mid and small-cap companies, without compromising on his exhaustive checklist. The Union Budget’s poor show in stimulating demand does not worry him because Surana believes it is just one of the factors and that the consumption slump will soon end.