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While Q4 earnings were slightly better than expectations, Jaipuria expects a 10 to 12 percent earnings growth in FY24
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“So play where the growth is,” Jaipuria believes.
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Talking about risks, Jaipuria said that by looking at markets, one can say that this is going to be the year of consolidation
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India has traditionally traded at around a 40% PE premium to the MSCI Emerging Market index given the diverse nature of its companies and superior corporate governance., says Jaipuria.
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Jyotivardhan Jaipuria, Founder & MD, Veda Investment Managers said the fall we have seen so far has been a minor blip.
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Watch the interview of Jyotivardhan Jaipuria, Founder & MD of Veda Investment Managers with Prashant Nair and Ekta Batra of CNBC-TV18. He shared his reading and outlook on the market and also gave recommendations on various sectors.
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Although the valuations for some of the NBFCs are decent, they will be more driven by growth going forward, said Jyotivardhan Jaipuria, Founder & MD of Veda Investment Managers.
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Jyotivardhan Jaipuria Founder and Managing Director, Veda Investment Managers says, India has underperformed the emerging markets and expects the markets to undergo a 5-7 percent correction.
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Speaking to CNBC-TV18 Jyotivardhan Jaipuria, Founder & MD of Veda Investment Managers said that the pain from demonetisation will continue for three more months. “We are still 8-12 weeks away from normal.â€
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The market is not likely to bounce back anytime soon, says Jyotivardhan Jaipuria, Founder & MD of Veda Investment Managers. Recovery, after demonetisation and GST, may be delayed by around 1-2 months. Third quarter earnings are going to be worse than expected, he says.
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Jyotivardhan Jaipuria of Veda Investment Managers says that the market is consolidating at current levels, which is good as it had a major rally from the lows in February earlier this year.
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Speaking to CNBC-TV18 Jyotivardhan Jaipuria, Founder & MD of Veda Investment Managers said that pharma is a story which will continue to play out in the next few years.
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Experts believe Brexit may continue to have a short-term impact of markets such as India but said the medium-term impact will be restricted the UK and EU economies.
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Jaipuria, recommends investors to buy on dips as the market is likely to trend up by the end of this calendar.
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Jyotivardhan Jaipuria, founder and MD of Veda Investment Managers, says over the next two weeks India will perform in line with global markets. The performance of global markets in turn will depend on policy actions of central banks — Bank of Japan and US Federal Reserve.
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On banks, Independent market expert Jyotivardhan Jaipuria says "Over the last one year, most of the banking stocks — whether it is in India, Japan, China, Europe — have underperformed by a massive margin."
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Jyotivardhan Jaipuria, Independent Market Expert is of the view that one may prefer private sector bank.
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Indian equities are likely to fare better next year compared to 2015, when a mix of factors such as lack of earnings pick-up, commodity slump and an long-pending Federal Reserve rate hike weighed on sentiment, believes market expert Jyotivardhan Jaipuria.
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Independent market expert, Jyotivardhan Jaipuria believes that market may not see an year-end rally this time around but 2016 would prove to be a good year for equities because the economy is slowly bottoming out.
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It is a market you want to buy and hold because equities probably will still be the best asset class over the next few years, said market veteran, Jyotivardhan Jaipuria.
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Jyotivardhan Jaipuria of Market Veteran is bearish on metal stocks.
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Jyotivardhan Jaipuria of Market Veteran is bullish on pharma space in the near term.
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Jyotivardhan Jaipuria of Market Veteran is of the view that one may prefer auto, cement, bank and industrial stocks.
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Independent market expert Jyotivardhan Jaipuria advises investors to bet on rupee-sensitive stocks such as IT and pharma (though not the large cap pharma companies), private sector banks and industrials in the near-term
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There is a realization that world will grow at a much slower pace and markets are adjusting to that. Yuan devaluation led to that realization since China has been the world's growth engine, said independent market expert Jyotivardhan Jaipuria.
