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Porinju Veliyath's Diwali delights: Two stellar stock picks

The ace investor suggests avoiding the lure of the popular defence theme ....

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Daily Voice | This investment veteran forecasts 10-15% return in Nifty in Samvat 2080

Emkay s Manish Sonthalia sees a recession in the US in CY24. ....

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Stocks: ET Now lines up special programmes for Diwali

India Business News: India's leading business news channel, ET Now, has launched a special series featuring investment insights from experts. The series includes portfolio ....

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Porinju Veliyath's lessons from the 2017-18 midcap meltdown

Investors must visualise the growth of a company over the five- to 10-year term and understand the impact of market dynamics on companies before investing in them, says Veliyath ....

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stock picker's paradise: There is nothing like small, mid and largecap today because valuation gap has come down: Porinju Veliyath

“The next one year may not be very exciting for value investors because all of us know it is very rich valuations in general, so we have to go bottom-up stock pickers or business pickers, very selective, looking at the future of these companies and the verticals they are operating in and that way it is exciting. But in general, hurrying to pick stocks at these valuations, is not going to work.” ....

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