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porinju veliyath: Do not expect any big rally till the elections but a 8-10% rally can happen in a few weeks: Porinju Veliyath

“India presents an unparalleled long-term opportunity for equity investors today that conviction is what is making the money flow into the market. We have numerous structural trends such as young demographics, massive infrastructure built up, digitization, formalization of the economy, growing financial inclusion and the alternative sourcing hub India is becoming for the global industries, all combined with the ongoing huge historic reforms.” ....

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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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