Porinju Veliyath believes the two-year correction in small and midcap stocks has ended and named Thomas Cook India as a recent fund addition.

India

Who

Porinju Veliyath, Founder and Portfolio Manager at Equity Intelligence India

What

When

Thu, 11 Jun 2026 07:45:00 GMT · 2h 12m ago

Where

India ·

Why

Veliyath states that the small and midcap segment has largely bottomed out after a two-year correction, presenting opportunities for selective stock picking.

The Frontline Impact

How this affects you

A prominent Indian investor believes the downturn in small and midcap stocks is over, encouraging patient investors to selectively buy quality businesses that have been disproportionately devalued, with a focus on AI-leveraged IT and pharma sectors for long-term growth.

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Verified Sources & Citations

The Economic Times
https://economictimes.indiatimes.com/markets/expert-view/time-to-cherry-pick-again-porinju-veliyath-says-small-and-midcaps-have-bottomed-thomas-cook-is-his-latest-buy/articleshow/131652870.cms
HIGH

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