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Jaipuria provides insights on various sectors including real estate, defense, IT, pharma, and financials. He emphasizes earnings visibility, sector consolidation, and selective investments to navigate market challenges and optimize returns in the evolving economic landscape. He further says that he does not buy textiles stocks because liquidity is a problem in a lot of these stocks and they are very cyclical in nature depending on raw material prices.
Jyotivardhan Jaipuria, Founder & MD of Valentis Advisors, is cautious about expensive valuations in the market and emphasizes the need for a time and price correction. Despite this, the result season ended with better than expected earnings growth of around 17%. Jaipuria has increased their cash position and sees opportunity in both NBFCs and banks.