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 ...
22 Nov, 2023, 05.18 PM IST
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...
22 Nov, 2023, 03.48 PM IST
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...
12 Oct, 2023, 09.20 AM IST
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...
17 Apr, 2023, 04.33 PM IST
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...
19 Jan, 2022, 04.37 PM IST
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...
05 Oct, 2021, 06.07 AM IST
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...
30 Aug, 2021, 06.53 AM IST
Buy two-wheeler and auto ancillary stocks available at reasonable valuations: Valentis Advisors‘Depending upon the affordability, one can even look for cars’
25 Jun, 2020, 10.42 AM IST
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’
11 Jun, 2020, 10.30 AM IST
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’
12 May, 2020, 05.53 PM IST
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.
16 Oct, 2019, 04.35 PM IST
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.
28 Aug, 2019, 04.45 PM IST
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.
23 Jul, 2019, 05.18 PM IST
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.
25 Jun, 2019, 05.41 PM IST
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.
15 Mar, 2019, 06.10 PM IST
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
24 Jan, 2019, 04.56 PM IST
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."
06 Jul, 2018, 05.15 PM IST