An avid stock picker with skills in identifying growth prospects, moats of companies. Piyush believes, a company which has a quality management, strong moat and is present in an industry with growing demand can outperform the markets for a long period of time. Piyush is skilled in cash flow analysis and believes cash flows are the real metric to judge a company’s long term earnings power.
His experience spans institutional research India and Europe geographies; sectorally, Oil and Gas, Capital Goods, Cement, Metal and Mining, Telecom, Outsourcing, Defence, Staffing, Temporary Power, Logistics, FMCG and Chemical sector with companies operating in all 5 continents. He was rated as 5 star analyst by Reuters institutional analyst rating system. As an analyst, he interacted with FIIs, press, media and has also been part of sales team for pitching stock ideas. He excels in understanding commodities and has been part of global teams for writing thematic reports on commodities like gas, copper, iron, coal and others. This gives him the advantage of deciphering the supply demand in stocks where commodity prices play an important role.
In the past, He has given more than 200 TV interviews to various Indian and International TV Channels including BBC, Channel NewsAsia, BTVI, Bloomberg, CNBC Singapore, CNBC Europe, CNBC TV18, NDTV and ET Now.