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VALENTIS ADVISORS
It's History! Smallcaps could build on big gains last monthThe Nifty Smallcap 100 index surged 18.4% in April, its third-highest monthly gain since inception. Historical data suggests this could lea...- India’s earnings cycle turns the corner; double-digit growth expected in H2: Jyotivardhan JaipuriaIndia’s Q2 earnings came in slightly better than expected, and analysts now see a meaningful rebound ahead. Valentis Advisors’ Jyotivardhan...
- We are keeping the war chest ready for buying on time correction: Jyotivardhan JaipuriaJyotivardhan Jaipuria, Founder & MD of Valentis Advisors, is cautious about expensive valuations in the market and emphasizes the need for ...
- Looking for anti-consensus ideas? Jyotivardhan Jaipuria says only 2 sectors left“Pharma had been going through bad times for the last 18 months in terms of stock price. Earnings were not that great but will turn around ...
- Why does banking continue to underperform despite consensus in its favour?“Whenever there is consensus on something, it is always one of the most dangerous sectors to go into. It is marked by over ownership. We li...
- Plan to invest in a staggered manner over 8-12 weeks; continue to buy local: Jyotivardhan Jaipuria“We will invest in a staggered way over the next 8 to 12 weeks and not in a hurry. Within what we are buying, basically our old theme still...
- Jyotivardhan Jaipuria on 3 themes to avoid in this marketValentis Advisors founder Jyotivardhan Jaipuria has avoided software for the past 15 months due to the low level of future visibility for s...
- Why Jyotivardhan Jaipuria is betting on small and midcaps now“We think the economy is going to improve, earnings are going to improve and to that extent, earnings growth in the small and midcaps is go...
- Indices end 4-day losing run, traders expect 18,200 for NiftyBenchmark indices rose almost 1% on Monday, snapping the four-day losing run, even as concerns over sticky inflation and rising commodity p...
- US Fed Chief’s speech may boost D-Street rallyThe stock market could extend its record-breaking run in the days ahead after investors perceived US Federal Reserve chairman Jerome Powell...
- Buy two-wheeler and auto ancillary stocks available at reasonable valuations: Valentis Advisors‘Depending upon the affordability, one can even look for cars’
- Buy agrochemical & chemical stocks to play the rural theme better: Valentis Advisors‘We tend to avoid stocks wherever there is a lot of government intervention’
- Telecom stocks too expensive at current valuation; buy on dips: Valentis Advisors‘It is too early to take a call right now on consumer discretionary stocks’
- Pharma sector seeing repeat of 2014 FDA threat risk: Daljeet Singh Kohli, Valentis AdvisorsTemporarily, there is a setback and it does hurt the stock prices, but we have to live with it.
- Have patience, this is the time to pick up multibaggers: Daljeet Singh Kohli, Valentis AdvisorsThe same ideas, even if many of them have corrected, continue to give us an opportunity to add more.
- We continue to like specialty chemicals and largecap IT: Daljeet Singh Kohli, Valentis AdvisorsIn last almost one and a half to two years, the market has been so polarised that only 15-20 stocks are working.
- Bullish on infra, specialty chemicals, cement and private banks: Daljeet Singh KohliWe are expecting a good breakout move on July 5, says the Valentis Advisors fund manager.
- Fundamentals have not changed, caution is definitely warranted: Daljeet Singh KohliFor PMS like us, the good point to buy was 15 days back., says Kohli.
- Market's going to be quiet for next few months: Daljeet Singh Kohli, Valentis AdvisorsWe are not worried too much about the margins in IT companies, says the Vantis Advisors' fund manager
- Earnings will be good over next 2-3 years: Jyotivardhan Jaipuria, Valentis Advisors"In last three-four years, no earnings came through but the markets had gone up."
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