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'Time to cherry pick again': Porinju Veliyath says small and midcaps have bottomed & Thomas Cook is his latest buy

Porinju Veliyath sees the correction in small and midcap stocks ending. He believes patient investors will find rewards. Thomas Cook India is a recent fund addition. AI-leveraged midcap IT and pharma are identified as compelling themes for the next decade. The market is ready for selective stock picking. Quality businesses are available at attractive valuations.

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Economic TimesLean R·2h ago
'Time to cherry pick again': Porinju Veliyath says small and midcaps have bottomed & Thomas Cook is his latest buy
Porinju Veliyath sees the correction in small and midcap stocks ending. He believes patient investors will find rewards. Thomas Cook India is a recent fund addition. AI-leveraged midcap IT and pharma are identified as compelling themes for the next decade. The market is ready for selective stock picking. Quality businesses are available at attractive valuations.
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'Time to cherry pick again': Porinju Veliyath says small and midcaps have bottomed & Thomas Cook is his latest buy

How 1 sources are covering this