​Vinay Jaising with NDTV Profit

Interviewee: ​Vinay Jaising

Interviewer: NDTV Profit

Subject: Investment opportunities

Date: 16 July 2025

Positives

  • More constructive on stocks than on the indices.
  • Last year, retail was firing the Indian markets.
  • FIIs in the last 2-3 months put in about $4 billion into the Indian markets.
  • Crude prices have corrected by 15-20%, which is good for India.
  • We are close to the end of earnings cuts by companies, which is a positive.
  • The banking system is flushed with liquidity.

Negatives

  • Valuations are high

India economy 

  • Indian GDP is incrementally adding 10-20% to world GDP compared to global GDP growth of 1-2%.
  • Risk premium for India has come down substantially. 

Sectors and themes

  • Real estate as a sector could be looked at from an investment perspective with a focus on affordable housing. NBFCs, cement and construction companies can be looked at for investments.
  • Contract Development and Manufacturing Organizations (CDMOs) will grow by 25-30% and are good investment opportunities.
  • Chemicals should be looked at in two parts – one, chemicals used in industries and two, chemicals used in the pharmaceuticals sector. I would bet more on chemicals used in the pharmaceuticals space. 
  • We look at investments in three baskets – basket one, the make in India story; next is we look at the capex cycle where the government budget is about 11 trillion. This includes infrastructure, defence, railways, etc.
  • We have one concern which is B2C companies have not seen growth pick up. Retail consumption has been slipping.
  • The third theme that we focus on is financials and consumption put together. This will include discretionary spends such as telecom and hotels.
  • Earnings growth is coming more in mid and small caps and not so much in large caps.
  • We will see a pivot in earnings growth for all caps, and expect it to move to positive in one more quarter.

To access the interview, click here.

Disclaimer: The key points of the interview presented here are not a substitute to listening to the full interview. To get the interviewee’s holistic message requires listening to the entire interview.

#ndtvprofit #askwealth #investment #stocks #sectors

#markmobius #bookofwealth #subtleart #markmanson #subtleartofnotgivingafuck #howtowinfriends #dalecarnegie #bestseller #Bookexcerpt #Freesample #Sneakpeek #Readnow #Chapter1 #Bookpreview #Newrelease #Comingsoon #Romance #Lovestory #secondchance #forbiddenlove #smalltown #contemporaryromance #historicalromance #Mystery #Detective #thriller #suspense #
hashtag#napoleonhill hashtag#thinkandgrowrich
hashtag#5amclub hashtag#robinsharma
hashtag#sadguru hashtag#innerengineering
hashtag#sapiens
hashtag#yuvalnoahharari hashtag#yoga hashtag#karmayoga hashtag#bhaktiyoga hashtag#hathayoga
hashtag#bookexcerptsaboutlife
hashtag#longpassagesfrombooks
hashtag#greatliterarypassagestoreadaloud
hashtag#famousparagraphsfrombooks
hashtag#inspirationalexcerptsfrombooks
hashtag#descriptivepassagesfromnovels
hashtag#bestexcerptsfromclassicliterature
hashtag#beautifulpassagesfrombooks
hashtag#whatisabookpassage hashtag#Bookteaserexcerpts
hashtag#Authorssneakpeek
hashtag#Novelsnippets
hashtag#emotionalintelligence
hashtag#danielgoleman
hashtag#Literarytidbits
hashtag#Chapterpreviews
hashtag#Bookquotehighlights
hashtag#Exclusivebookpassages
hashtag#Storyglimpses
hashtag#Textteasers
hashtag#Prosepreviews
hashtag#Teaserexcerpts hashtag#Previewchapters hashtag#Exploresnippets hashtag#Samplepages hashtag#Discoverhighlights hashtag#Readasnippet hashtag#Tasteofthebook hashtag#Diveintoexcerpts hashtag#Shortreads hashtag#Getaglimpse hashtag#Quickinsights hashtag#Sneakpeek hashtag#Introductorypassages hashtag#Highlightedmoments hashtag#Chaptersnapshots hashtag#booklovers hashtag#book hashtag#bookmarketing hashtag#booklover hashtag#bookclub hashtag#bookish hashtag#bookcommunity hashtag#bookaddict hashtag#booknerd hashtag#booklaunch hashtag#booklove hashtag#bookaholic hashtag#bookblog hashtag#bookboost hashtag#reading hashtag#readingcommunity hashtag#readinglist hashtag#readingtime hashtag#readers hashtag#read hashtag#readnow hashtag#reads hashtag#readabook hashtag#readingaddict hashtag#readingbooks hashtag#readingisfun hashtag#readingjourney hashtag#readinghabits hashtag#selfdiscovery hashtag#selfcare hashtag#selfimprovement hashtag#selfhelpbooks hashtag#selfhelp hashtag#selfconfidence hashtag#selfhealingjourney hashtag#selfbelief hashtag#selfempowerment hashtag#learning hashtag#learning hashtag#learninganddevelopment hashtag#learningeveryday hashtag#learningandgrowth hashtag#growthmindset hashtag#happiness hashtag#happinessisachoice hashtag#happinessmatters hashtag#savetime hashtag#emotions hashtag#emotionalintelligence hashtag#emotionalwellbeing hashtag#emotionalwellness hashtag#emotionalhealth
hashtag#agriculture hashtag#huntergatherers hashtag#bestsellermurder

#crime #whodunit #Scifi #Spaceopera #dystopian #cyberpunk #alien #artificialintelligence #Fantasy #Epicfantasy #highfantasy #urbanfantasy #magic #mythicalcreatures #YoungAdult

#Comingofage #dystopian #adventure #friendship #Nonfiction #Selfhelp #business #history

#biography #travel #Strongfemalelead #Antihero #Relatablecharacters #Diversecast #Complexcharacters #Unforgettablecharacters #Pageturner #Unputdownable #Fastpaced #Actionpacked #Gripping #Emotional #Heartwarming #Humorous #Awardwinningauthor #Bestsellingauthor #Debutnovel #Indieauthor #Availablenow #Orderyourcopytoday

#AmazonKindle #AppleBooks #Kobo #Barnes&Noble #GooglePlay #Scribd #Bookstagram #Booktok #BookTwitter #Teaserexcerpts #Previewchapters #Exploresnippets #Samplepages #Discoverhighlights #Readasnippet #Tasteofthebook #Diveintoexcerpts #Shortreads #Getaglimpse #Quickinsights #Sneakpeek #Introductorypassages #Highlightedmoments #Chaptersnapshots #booklovers #book #bookmarketing #booklover #bookclub #bookish #bookcommunity #bookaddict #booknerd #booklaunch #booklove #bookaholic #bookblog #bookboost #reading #readingcommunity #readinglist #readingtime #readers #read #readnow #reads #readabook #readingaddict #readingbooks #readingisfun #readingjourney #readinghabits #selfdiscovery #selfcare #selfimprovement #selfhelpbooks #selfhelp #selfconfidence #selfhealingjourney #selfbelief #selfempowerment #learning #learning #learninganddevelopment #learningeveryday #learningandgrowth #growthmindset #happiness #happinessisachoice #happinessmatters #savetime #emotions #emotionalintelligence #emotionalwellbeing #emotionalwellness #emotionalhealth