Buying On Weakness: Where Value Is Emerging In Banks, Cement & Chemicals

Jyotivardhan Jaipuria outlines how value opportunities are emerging across pockets of the market, driven by temporary weakness and negative headlines. He explains that Valentis follows its core “3U” philosophy - buying stocks that are undervalued, underperforming and under-owned—often stepping in early and exiting ahead of the crowd. Jaipuria highlights banking stocks as a key area to accumulate on weakness as margins remain under pressure but valuations look attractive. He also flags cement stocks, where delayed monsoons may hurt near-term numbers, creating entry opportunities for long-term investors. Additionally, select chemical stocks impacted by US tariffs are on the radar. The strategy remains clear: buy bad news, stay patient, and focus on long-term value creation.