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PORINJU VELIYATH IDEA
Porinju Veliyath highlights Ixigo, Protean and Indegene as strong long-term investment picksI do not think budget is going to make any sea change to the situation. Budget, I do not think people are having much expectation.
Budget expectations: Hoping for some tweaks in personal taxation, market direction in a non-event budget: Porinju Veliyath“There are pockets of froth, manipulated stocks, and managed stocks, and with the low liquidity, some stocks are kept very high. So, small ...
India is still a stock pickers' paradise, says Porinju Veliyath, lauds Raymond for full value unlockingPorinju Veliyath stresses market correction readiness, noting Raymond’s stock's rise from Rs 300 in 2021 to Rs 3,100. Raymond's lifestyle, ...
India definitely richly valued; but still is a paradise for picking stocks: Porinju VeliyathSo, we all are in a sweet spot, equity market, the investors, the traders, the whole country, this economy. Of course, there are challenges...
Seeking value in this market? Porinju Veliyath on where to lookPorinju Veliyath sees value emerging in small and midcap companies amidst an economic upcycle, anticipating sustained growth opportunities ...
I did not get any takeaway to look at a particular kind of stock or vertical: Porinju VeliyathPorinju Veliyath believes that the formation of tourism hubs, along with themes like affordable housing, is important. He mentions the pote...
Porinju Veliyath Portfolio: Betting big on Kerala Ayurved, 2 other smallcapsVeliyath raised his stake in Kerala Ayurved by 164 bps to 4.82% in the quarter ended December 30, 2023. At the end of the September quarter...
Looking for potential multibaggers? D-Street veterans offer top investment ideasVeteran stock market investors in India have picked Restaurant Brands Asia (RBA), which owns a chain of restaurants including Burger King, ...
Mining multibaggers! 5 stock ideas for next 5 years from market gurusAs Nifty bulls are trying to get rid of the scars left by US Fed Chair Jerome Powell, market mavericks Porinju Veliyath, Basant Maheshwari ...
The ‘wrong call’ that made Porinju Veliyath bleed for two yearsVeliyath said there is a long way to go for equities in India, but investors need to be willing to accept corrections, and sometimes deep c...
Porinju Veliyath made his comeback in FY21, but his PMS still lost clientsSince hitting their multi-year lows in March 2020, midcap and smallcap stocks have made a roaring comeback.
Nifty at 15,000 at 4% interest rate equals 13,000 at 8% rate: Porinju VeliyathMost analysts say the market is fully priced even on 2022-23 earnings.
Tweet Buster: Zerodha CEO calls market rally painful & Kedia's poetic twist to Street gyanFor Zerodha CEO Nithin Kamath, the ongoing bull run on Dalal Street is also the most painful market rally of all times.
Half of Porinju’s stocks gave multibagger returns in three years, but in the red nowOf the nine stocks he has spoken about in 2016, five have given negative returns so far this year. But that’s not the most intriguing part.
Be choosy while picking small, midcaps: Porinju VeliyathIgnore low price and cheap valuation companies as there is the risk of them going out of business.
Ignore Nifty but invest in the art of stock picking: Porinju Veliyath, Equity Intelligence IndiaDCM Shriram is a billion dollar company and it can easily grow to be a $2 billion company in the next few years.
Too much market information is not always good: Porinju VeliyathWe have to be good stock pickers to make and create wealth; In 2070, our portfolio services had generated 121 per cent return, says Veliyat...
Indian markets are getting rational now: Porinju Veliyath, Equity Intelligence India Pvt LtdThis is where that quote is to be used perhaps -- “what we learnt from history is that people do not learn from history”.
Equities will be the best performing asset class in 5 years: Porinju VeliyathThe expert added that it is important for investors to look beyond issues like monsoon and RBI rate cuts.
Markets leaving enough space for value pickers: Porinju Veliyath, Equity Intelligence"We are in that kind of a favourable but still investible market environment today and there is no doubt about it."