IPL Portfolio: Mid-innings, momentum & market mavericks — smallcase manager Piyush Mehta picks his dream 11
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How should investors handle the unpredictable and fast paced bowling by Trump?
As Orange Cap winner in IPL leads runs, which stocks are leading by momentum and consistency in returns?
While aggressive batsmen rule T20s, grounded all-rounders bring balance. Which defensive stocks bring stability amid volatility?
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Which industries—tech, FMCG, bank, or EV—are leaving a huge mark like the most runaway IPL teams?
If you were to construct a Dream 11 portfolio today, which stocks or sectors would find a place in your team?
TARIL (opening batsman)
Ujjivan (opening batsman)
JSFB (middle order)
Transrail (middle order)
Jash (middle order)
Ceinsystech (all-rounder)
Kamat Hotels (all-rounder)
Samhi (spinner)
KPEL (spinner)
Style Bazaar (fast bowler)
V2 Retail (fast bowler)
Vishnu Chemicals (12th man)
If markets were a T20 match, where are we in the innings currently – early overs, slog overs, or a mid-innings slowdown?
As markets play through a mid-innings slowdown, Piyush Mehta of Caprize Investment builds his Dream 11 portfolio with a mix of aggressive openers and steady all-rounders. From power plays in manufacturing to defensive picks that weather global googlies, Mehta lays out a winning strategy for volatile times.Edited excerpts from a chat:Firstly, investors should focus on earnings and ignore all the noise on tariffs, yields and currency. Trump's anti-China rhetoric will benefit India massively along with other small Asian countries. While it is difficult to assimilate its immediate impact, our sense is that companies with strong engineering and manufacturing capabilities will benefit the most. China's pain will be India's gain and we are already seeing domestic companies getting multiple queries from US based corporations.Stocks like Panacea Bio, Rajesh Power, Style Bazaar, Jash Engineering are closing in on their all-time highs due to strong earnings visibility.Stocks like Jash Engg, V2 Retail, private banks, Bharti continue to be unfazed by global volatility and geo-political flare ups.Power and power transmission, consumption/premiumization and water are sectors where we see structural secular runways for growthWe are in a mid-innings slowdown where markets and valuations will consolidate. Expect a strong turnaround in earnings and in the market before the start of H2FY26.
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