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With Indian Equities heading for an all-time closing highs as foreign funds piled into the market, lured by the promise of faster economic growth and an extended pause on interest rates. Furthermore, Reserve Bank of India also maintaining a pause on repo rates and revising lower CPI Inflation targets, markets have more reason to rejoice. Czar of small-cap stocks, Porinju Veliyath talks about bullish stance on Indian equities, new bets in small-cap space. Get to know his checklist for buying a stock.
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According to Porinju Veliyath, only economic progress will create jobs. For India, it's a decadal opportunity in terms of economic progress, he added.
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Porinju Veliyath, MD & Portfolio Manager of Equity Intelligence speaks about taxation on super-rich, upcoming IPOs, old economy stocks, and $10 trillion Indian economy among other things
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Though the maiden budget of Modi 2.0 laid out a long-term vision that the government aims to achieve, some provisions in it has been disappointing from a near term stock market perspective
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Market analysts have applauded the actions by Indian Air Force and at the same time advised investors to remain cautious and buy quality stocks for long term
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Disclaimer: Data released by BSE shows names of stocks where investors hold more than 1 percent stake. The investors could have held stake (which was less than a percent) in these stocks earlier than the December quarter.
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Samco Securities is an online discount brokerage, while Equity Intelligence India runs portfolio management services and alternative investment funds
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The valuation does look stretched in specific stocks which could see some more pain, but overall the markets is not in a bubble zone and long-term investors have nothing to worry about, says Porinju in an interview with CNBC-TV18.
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He believes the markets are not looking into any bubble territory, they look reasonable and healthy
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Porinju Veliyath of Equity Intelligence India also said that there could be some small infrastructure companies that have huge potential in the coming years.
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Commenting on the media companies, Porinju said that he is bullish on the sector considering the fact that we are a country with 1300 million population which presents a huge potential.
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Tata Global Beverages owns close to Rs 755 crore worth of stake in other Tata group firms, especially in Tata Chemicals, said the media report.
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Among the listed space, Porinju Veliyath sees 100-150 companies which are poised to create wealth in the next 2-3-5 years’ time
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The chart structure was giving some hints about possible consolidation or correction but experts believe any correction should be bought into for the long term.
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Value investors are minting money and this will continue for the next 2-3 years, said Porinju Veliyath, MD & Portfolio Manager, Equity Intelligence
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'Indian investors are staring at a golden opportunity of stock picking that can continue for another 3-5 years.'
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The man known for spotting small, midcap stocks at the right time says more than two dozen themes are yet to be explored.
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Deal data seems to suggest that Porinju Veliyath of Equity Intelligence has recently cornered close to 100,000 shares of Shalimar Paints at Rs 197.84 a share.
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Investors should look beyond fancied names & be conservative as FY18 will be another rewarding year for stock pickers, he says.
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There is a huge opportunity for stock pickers and smart entrepreneurs for the next two years but at the same time investors should remain conservative and be choosy.
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Some stocks, such as Reliance Industries are coming out of that consolidation after a decade, Porinju Veliyath, MD, Equity Intelligence India told CNBC-TV18 while asserting that Indian markets are at an “inflection pointâ€.
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Demonetisation effort of government are very positive, believes Porinju Veliyath, MD & Portfolio manager of Equity Intelligence India. Investors can look at companies that have been impacted due to dmeonetisation.
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Watch accompanying videos of Investor Camp, held at Bengaluru, in which Porinju Veliyath, MD and Portfolio Manager of Equity Intelligence India shared his readings and outlook on the market and the road ahead.
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Over two weeks afterdemonetisation drive commenced, Porinju Veliyath — Managing Director and Portfolio Manager at Equity Intelligence India — continues to remain upbeat about markets. Veliyath said that he expects the market to gain going forward and large money can be made in midcaps and small caps.
