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JYOTIVARDHAN JAIPURIA
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...- We have 0% exposure in defence stocks, have started nibbling into banks: Jyotivardhan JaipuriaJyotivardhan Jaipuria from Valentis Advisors shares insights on investments in bank stocks due to their undervaluation. He says, over time,...
- Will continue to be underweight on IT: Jyotivardhan Jaipuria, Veda Investment Managers“Most of the software companies in India will grow very slowly relative to what they have done in the past and to that extent they are goin...
- Margins at 15-year low; expect earnings to pickup in H2FY16: Jyotivardhan JaipuriaFrom earnings point of view, what is more important to know is that whether utilisation levels are going to pick up, says Jaipuria.
- Play the domestic story till earnings begin to pick up: Jyotivardhan JaipuriaWhile markets are breathing easy as China concerns begin to subside, Jaipuria says China slowdown is likely to be a multi-year story.
- Markets may return 100% over next 4-5 years: Jyotivardhan Jaipuria, Market Expert"They have thrown money with the hope that somewhere things will work out and essentially it kicks the can down the road."
- Expect 2015 to be a tougher year than 2014 for markets: Jyotivardhan Jaipuria, BofAML"We think 2015 will be a much tougher year than last year — there will be more volatility, there will be bouts of correction."
- Expect markets to double over next four years: Jyotivardhan JaipuriaThe aggregate data shows that emerging market funds are on an average overweight on India by 400 bps, says Jyotivardhan Jaipuria.
- Expect 5-7% correction in market till October: Jyotivardhan Jaipuria, BofA-ML'Most of the global strategists thought there will be a dollar strength coming through, which can play out for the first half of the year, ...
- Foreign investors overweight on India in a sizeable way: Jyotivardhan Jaipuria, BofA-ML CapitalWe track Gem Holdings and Ownership, and they have been overweight on India month after month for the past three years.
- Budget 2014: Investors should wait for markets to correct before taking positions, says Jyotivardhan Jaipuria, BofA-ML"India is also down year to date because all EMs are down and for a lot of investors, EMs are not exactly the place to be in this now," Jai...
- Rate-sensitive stocks could do well post elections: Jyotivardhan Jaipuria, BofA-MLWe think the NPL fear is still there for the next few quarters and that is the reason we are avoiding the public sector, says Jaipuria.
- Future of auto stocks looks bright: Jyotivardhan Jaipuria, HoR, BofA-MLThe auto space looks good, but the hope is more on the point that the bottom of the cycle is in sight and the future looks better, says Jai...
- US govt shutdown, debt ceiling talks need to be factored in: Jyotivardhan Jaipuria, BofA-ML'No politician can afford to have a prolonged shutdown of the US,' says Jyotivardhan Jaipuria,
- See FY14 earnings growth to be 7-8%: Jyotivardhan Jaipuria, BofA-ML"There will be a cap on the market as earnings and GDP growth will not be very exciting over the next six-nine months."
- Budget will not change the FIIs' view: Jyotivardhan Jaipuria, BofA-MLIt is now very well publicised that the FM said that for this year he will do a 5.3% fiscal deficit.
- Overweight on banks & pharma, underweight on consumer staples: Jyotivardhan Jaipuria, BofAML CapitalLuckily for us we had moved a bit away from defensives earlier. Earlier we were overweight on some defensives: Jyotivardhan Jaipuria, BofAM...
- We are neutral on IT sector: Jyotivardhan Jaipuria, BofAML CapitalOur overall sector view has been neutral, but we have liked a couple of stocks which have done relatively better in the earnings season thi...
- Indian equities have outperformed in last three months: Jyotivardhan Jaipuria, BofAML CapitalJyotivardhan Jaipuria, HoR, BofAML Capital says that pharma sector looks interesting because it has growth and it is relatively insulated.
- Markets will drift down in near term: Jyotivardhan Jaipuria, BofAML CapitalIn an interview with ET Now, Jyotivardhan Jaipuria, HOR, BofA-ML Capital (India), talks about the market. Excerpts:
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