Porinju Veliyath emphasizes India's resilience and historic significance in the global economy, particularly in light of the "China Plus One" strategy, which is attracting investments amidst global geopolitical tensions. While Veliyath is optimistic about India's long-term potential, he cautions against the current high valuations in the Indian equities market, especially for value investors. Veliyath also discusses sectoral opportunities, the significance of fundamental analysis, and the need for caution when investing in small and mid-cap stocks. He concludes by offering two Diwali stock picks, Piramal Pharma and Godrej Industries, emphasizing the importance of understanding the associated risks.
first published: Nov 9, 2023 02:10 pm
A collection of the most-viewed Moneycontrol videos.
Live: Nifty reclaims 25,300, registers over 1% gain this week | Closing Bell
Live: Will Nifty bulls aim to break 25,250 after strong TCS Q2? | Opening Bell
TCS Q2 Earnings Live: Margin, Revenue Beat Street Estimates
Live: Nifty reclaims 25,100 ahead of TCS Q2 results; pharma, metals shine | Closing Bell
