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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.