Liquidity will improve gradually as we enter August: Rajesh Kothari, AlfAccurate AdvisorsHere’s a look at sectors Rajesh Kothari has added to AlfAccurate Advisors PMS.
From FY18 to FY20, there will be growth across sectors: Rajesh Kothari, AlfAccurate Advisors2018 is going to be another good year for global and Indian equity markets, says Rajesh Kothari.
Seeing growth in home loan and consumer finance: Rajesh Kothari, CIO, AlfAccurate AdvisorsMost of the companies in pharmaceutical space have disappointed the investors in a big way says Rajesh Kothari, CIO, AlfAccurate Advisors.
- Private sector banks will continue to outperform market: Rajesh Kothari, AlfAccurate Advisors
"The banking and healthcare sectors have good earnings visibility. Within banking, you definitely have more visibility on private sector ba...
- Not bullish on metal stocks: Rajesh Kothari, AlfAccurate Advisors
If we all are very bullish on metal and oil, then we should not be such a bull on the Indian market, says Rajesh Kothari, AlfAccurate Advis...
- One can bet on Power Finace, REC: Rajesh Kothari
"... a few NBFCs also one can bet on like Power Finance, REC, you will get probably 20% plus upside if you want to hold for another six to ...
- Government action still not in favour of markets: AlfAccurate Advisors
In an interview with ET Now, Rajesh Kothari, Managing Director, AlfAccurate Advisors, gives his views on the market. Excerpts:
- Government is going to be the biggest positive trigger for the market: Rajesh Kothari, Managing Director, AlfAccurate Advisors
In an interview with ET Now,Rajesh Kothari, Managing Director, AlfAccurate Advisors, shares his views on markets in 2012.
- Only government action on policy front can trigger market: AlfAccurate Advisors
In an interview with ET Now, Rajesh Kothari, Managing Director, AlfAccurate Advisors, talks about the market. Excerpts:
- Bearish on the metal sector: AlfAccurate Advisors
As far as the global market goes, it is still going to be a few more quarters before we will get the clarity on both European market as wel...
- Do little bit of bottom fishing in agri stocks: Rajesh Kothari, AlfAccurate Advisors
We like more of the companies which have very strong balance sheets with a very strong brands.
- Avoid buying stocks in the metal sector: Rajesh Kothari
"We are not very positive on global economic growth outlook and, therefore, the best thing is to avoid this sector for a moment in our view...
- Bearish on tyre companies: Rajesh Kothari, AlfAccurate Advisors
There is a significant pricing pressure for the tyre companies to pass on the increase in raw material cost, and I do not think it would be...
- Avoid metals: Rajesh Kothari, AlfAccurate Advisors
We generally avoid metals as a sector because I do not think that the global underlying demand growth will support probably the current met...
- Avoid metal as a basket: Rajesh Kothari, MD, AlfAccurate
Rajesh Kothari, Managing Director, AlfAccurate Advisors, in an interview with ET Now talks about the prospect of metals arena.
- Banking stocks: Downside from current levels looks limited, says Rajesh Kothari, MD, AlfAccurate
Rajesh Kothari, Managing Director, AlfAccurate Advisors, in an interview with ET Now talks about the prospect of banking stocks.
- Domestic consumer story will continue to play out in auto space: Rajesh Kothari
Auto companies will be witnessing the pricing power because underlying demand currently is very strong.