After witnessing ups and lows of the stock market for three decades, Bharat Shah, Executive Director of ASK Investment Managers, believes that investors are looking at an unprecedented opportunity. In this interview with N Mahalakshmi, the veteran fund manager shares why he holds this view and which sectors he believes will do well. He also talks about why he is just an engaged observer of the emergent verticals and not an active investor. Edited excerpts from the interview..