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Economic Times
5 days ago
- Business
- Economic Times
Ignore Trump's tantrums, focus on domestic strength: Porinju's mantra for investors
And as I said earlier, India is too big and too stable a country to be impacted by the whims of one individual—even someone like Mr. Trump and his unpredictable or childish behaviour. Porinju Veliyath of Equity Intelligence India suggests that tariff concerns are temporary and India's strong domestic economy and service exports offer opportunities. He advises investors to focus on domestic-focused companies, service exporters, and businesses in the AI segment. Despite market uncertainty, India's stability and growth potential make it resilient to external factors like unpredictable political behavior. Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads "Everyone knows about Trump. Even those who voted for him acknowledge that he's a bit erratic, perhaps even uncivilized in some ways. The way he impulsively says things, makes sudden decisions—even ones with serious consequences for large nations like India—based on personal emotions or perceived insults, is not sustainable. This too shall pass," says Porinju Veliyath , Equity Intelligence it's true there's a lot of noise around the tariffs, but I believe this will be a passing phase. The world will continue to do business and engage in trade, with or without America. It's not a big issue. But we cannot respond to this whole crazy situation created by a rather unpredictable man with an emotional or sentimental has come a long way over the last decade as a stable and strong nation. We have our own individuality and personality. We have evolved significantly. Today, we are one of the strongest nations globally—not just in terms of the size of the economy, but also in terms of identity and maturity. We're not going to react to such developments emotionally or based on temporary knows about Trump. Even those who voted for him acknowledge that he's a bit erratic, perhaps even uncivilized in some ways. The way he impulsively says things, makes sudden decisions—even ones with serious consequences for large nations like India—based on personal emotions or perceived insults, is not sustainable. This too shall can't depend on one individual, even if he is the president of the world's most powerful country today. Presidents and people will come and go. But the India–US relationship is deep and strong, and will continue to remain so in the long must view this as a responsible and confident nation—and I'm glad to see that the Indian government is doing exactly that. We're not reacting impulsively. We're not trying to escalate the situation with rhetoric. We're being rational, sticking to facts, and showing maturity. That approach deserves investors shouldn't worry too much. Yes, there's an issue right now, but we will overcome back to the market and economy—India is one of the fastest-growing large economies. We are going through a very vibrant economic phase. In fact, our true potential—the ecosystem and platform being built for much higher growth—is not fully reflected in the current 6% to 7% GDP domestic economy alone is quite large, and it is growing steadily. Investors should focus on the domestic market—on goods and another important point many small-time investors may not realize: this tariff talk is primarily about goods, not services. And when it comes to global exports, services form the largest part of India's exports, and that segment continues to though there are some concerns about possible disruptions from the AI revolution, those fears may be exaggerated. While AI might impact certain top layers of service jobs, India has a big role to play in AI applications globally. Many Indian companies have already started building products and services in this space and are working with global yes, there is uncertainty—but equally, there are opportunities. There are pockets of value. However, investors must understand that this is not a cheap market from a value investing perspective. Broad market valuations are not low. It's not a time for indiscriminate bargain said, opportunities always exist. Even in today's market, we see potential in domestic-focused companies, service exporters, and businesses in the AI segment. Investors need to be selective—this is a stock-picker's market. Cherry-picking is the right sum it up, while the broader market may not be offering deep value, there are pockets where smart investors can find opportunities. The Indian economy will continue to perform well. These tariff and trade issues are temporary blips. And as I said earlier, India is too big and too stable a country to be impacted by the whims of one individual—even someone like Mr. Trump and his unpredictable or childish behaviour.
Time of India
5 days ago
- Business
- Time of India
Ignore Trump's tantrums, focus on domestic strength: Porinju's mantra for investors
"Everyone knows about Trump. Even those who voted for him acknowledge that he's a bit erratic, perhaps even uncivilized in some ways. The way he impulsively says things, makes sudden decisions—even ones with serious consequences for large nations like India—based on personal emotions or perceived insults, is not sustainable. This too shall pass," says Porinju Veliyath , Equity Intelligence India. So much is happening—how should the Indian investor be looking at equities right now and cut through all the surrounding noise? Porinju Veliyath: Yes, it's true there's a lot of noise around the tariffs, but I believe this will be a passing phase. The world will continue to do business and engage in trade, with or without America. It's not a big issue. But we cannot respond to this whole crazy situation created by a rather unpredictable man with an emotional or sentimental mindset. Productivity Tool Zero to Hero in Microsoft Excel: Complete Excel guide By Metla Sudha Sekhar View Program Finance Introduction to Technical Analysis & Candlestick Theory By Dinesh Nagpal View Program Finance Financial Literacy i e Lets Crack the Billionaire Code By CA Rahul Gupta View Program Digital Marketing Digital Marketing Masterclass by Neil Patel By Neil Patel View Program Finance Technical Analysis Demystified- A Complete Guide to Trading By Kunal Patel View Program Productivity Tool Excel Essentials to Expert: Your Complete Guide By Study at home View Program Artificial Intelligence AI For Business Professionals Batch 2 By Ansh Mehra View Program by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Villas Prices In Dubai Might Be More Affordable Than You Think Villas In Dubai | Search Ads Get Quote Undo India has come a long way over the last decade as a stable and strong nation. We have our own individuality and personality. We have evolved significantly. Today, we are one of the strongest nations globally—not just in terms of the size of the economy, but also in terms of identity and maturity. We're not going to react to such developments emotionally or based on temporary sentiment. Everyone knows about Trump. Even those who voted for him acknowledge that he's a bit erratic, perhaps even uncivilized in some ways. The way he impulsively says things, makes sudden decisions—even ones with serious consequences for large nations like India—based on personal emotions or perceived insults, is not sustainable. This too shall pass. We can't depend on one individual, even if he is the president of the world's most powerful country today. Presidents and people will come and go. But the India–US relationship is deep and strong, and will continue to remain so in the long term. Live Events We must view this as a responsible and confident nation—and I'm glad to see that the Indian government is doing exactly that. We're not reacting impulsively. We're not trying to escalate the situation with rhetoric. We're being rational, sticking to facts, and showing maturity. That approach deserves appreciation. So, investors shouldn't worry too much. Yes, there's an issue right now, but we will overcome it. But as an investor, what should one be buying right now? And what should one be avoiding, considering the uncertainty—not just from tariffs, but also from earnings pressures and signs of a slowdown back home? Porinju Veliyath: Coming back to the market and economy—India is one of the fastest-growing large economies. We are going through a very vibrant economic phase. In fact, our true potential—the ecosystem and platform being built for much higher growth—is not fully reflected in the current 6% to 7% GDP numbers. Our domestic economy alone is quite large, and it is growing steadily. Investors should focus on the domestic market—on goods and services. There's another important point many small-time investors may not realize: this tariff talk is primarily about goods, not services. And when it comes to global exports, services form the largest part of India's exports, and that segment continues to grow. Even though there are some concerns about possible disruptions from the AI revolution, those fears may be exaggerated. While AI might impact certain top layers of service jobs, India has a big role to play in AI applications globally. Many Indian companies have already started building products and services in this space and are working with global clients. So yes, there is uncertainty—but equally, there are opportunities. There are pockets of value. However, investors must understand that this is not a cheap market from a value investing perspective. Broad market valuations are not low. It's not a time for indiscriminate bargain hunting. That said, opportunities always exist. Even in today's market, we see potential in domestic-focused companies, service exporters, and businesses in the AI segment. Investors need to be selective—this is a stock-picker's market. Cherry-picking is the right approach. To sum it up, while the broader market may not be offering deep value, there are pockets where smart investors can find opportunities. The Indian economy will continue to perform well. These tariff and trade issues are temporary blips. And as I said earlier, India is too big and too stable a country to be impacted by the whims of one individual—even someone like Mr. Trump and his unpredictable or childish behaviour.
Time of India
5 days ago
- Business
- Time of India
Invest with conviction, not emotion: Porinju advises patience amid geopolitical noise
"Let's focus on the opportunity. As I said, companies oriented toward the domestic market and those using technology to drive better growth and improve product and service quality — there are many such opportunities. So, there's no need to panic. Stay invested. Don't get too excited. Be patient, give it time, and let things cool down," says Porinju Veliyath , Equity Intelligence India. Tell us some themes that you are looking at. Porinju Veliyath: The themes remain the same. It's about domestically driven businesses . India is still an emerging and massive domestic market. So, we're not heavily dependent on exports and imports of goods, to be very frank. Yes, they matter — especially for sectors like textiles and others where we have strong manufacturing and export capabilities. Some of those companies have already sobered down. Productivity Tool Zero to Hero in Microsoft Excel: Complete Excel guide By Metla Sudha Sekhar View Program Finance Introduction to Technical Analysis & Candlestick Theory By Dinesh Nagpal View Program Finance Financial Literacy i e Lets Crack the Billionaire Code By CA Rahul Gupta View Program Digital Marketing Digital Marketing Masterclass by Neil Patel By Neil Patel View Program Finance Technical Analysis Demystified- A Complete Guide to Trading By Kunal Patel View Program Productivity Tool Excel Essentials to Expert: Your Complete Guide By Study at home View Program Artificial Intelligence AI For Business Professionals Batch 2 By Ansh Mehra View Program Now, Trump has imposed 25% to 50% tariffs — and by this evening, he might say something else, maybe even 100%. This is all part of a passing phase in a tariff war. He doesn't always speak with clarity; it may just be a hard bargain with India. I understand the US delegation is visiting India by the end of the month. So, he might be making such statements without any sense of responsibility — and that's the biggest problem for the world today. The leader of the world's biggest nation is speaking without responsibility or thoughtfulness. It's a global crisis, but again, just a passing phase. Let's focus on the opportunity. As I said, companies oriented toward the domestic market and those using technology to drive better growth and improve product and service quality — there are many such opportunities. So, there's no need to panic. Stay invested. Don't get too excited. Be patient, give it time, and let things cool down. Live Events Since you are bullish on domestic-facing themes, would consumption now look attractive? Especially since staples have seen some recovery in Q1 and earnings haven't been too bad — would you consider revisiting the internal consumption space, since it seems to be emerging from a slump? Porinju Veliyath: To be very frank, I'm not currently focused on any specific themes or sectors. I believe investors should now look at the macroeconomic picture. We are going through a fantastic phase — macro conditions are very comfortable. We're still growing at around 6.5%, interest rates are stable and may come down further, inflation is under control, and our fiscal deficit is in a healthy range. All of this is very positive. Fortunately, we also have strong leadership and a stable government that is not just playing politics — they're getting things done. I really appreciate how our External Affairs Minister and other ministers are acting very responsibly. India has always been a responsible nation — not just recently. We've maintained a policy of non-alignment and the freedom to buy oil from whoever we want. Our energy security is crucial. We have to feed 1.4 billion people, 18% of the world's population. We cannot simply try to please a childish US President. Our responsibility is toward our own country. We will do what is required for our growth and development. We still have a long way to go economically, with very low per capita income. So, we have no choice but to grow — and no one can stop that. Fair point. India is a massive economy and cannot rely solely on the US. But one sector that does depend heavily on the US is pharma. You've been vocal about select companies in this space, especially those with strong growth potential. Given the tariff uncertainty, do you think pharma will be spared from further announcements? Or is this correction an opportunity to buy? Porinju Veliyath: I fully agree. While there is a lot of tariff-related noise, pharma has mostly been spared so far. But we can't predict what might happen in the next few weeks or months. Even this evening, Trump could say something irrational. So, we have to ignore short- to medium-term noise — the tariff war and all the ongoing rhetoric. Pharma is an area where India has a huge competitive advantage, both in manufacturing and global supply. We have excellent pharma companies with strong R&D. I had mentioned Piramal Pharma earlier — we've been holding it in our PMS for a long time, and it's been highly rewarding. After this tariff news, I took another look at the company's segments — where they manufacture and where they sell. I found that even if exorbitant tariffs are imposed, Piramal Pharma still looks strong. I'm just giving that as an example — it's one of our core holdings in our portfolio management service.
