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RAJESH KOTHARI
Commodity Talk| “The conversation is shifting from ‘Can I trade commodities?’ to ‘What role should commodities play?’: Sunil KatkeGold has already established itself as a strategic asset for Indian investors, but the opportunity is increasingly extending to silver, cop...- ETMarkets Smart Talk | Defence, power, EMS, AI proxies: Why FOMO is driving parts of the mid- and smallcap rally, says V SrivatsaThe valuation gap is becoming difficult to ignore. While the Nifty 50 is trading at around 21 times earnings, the Nifty Midcap and Smallcap...
- ETMarkets AIF Talk | Aerospace, electronics, CDMO, auto ancillaries: Where Rajesh Kothari sees India’s next growth opportunitiesRajesh Kothari, Founder and Managing Director at AlfAccurate Advisors, believes the investment opportunity in India is expanding at the sec...
- IPO pile-up swells to Rs 4.67 lakh crore: Will money move from Sensex, Nifty to primary markets?India's primary market is gearing up for a significant evolution, marked by a thriving IPO pipeline. With a stunning Rs 4.67 lakh crore poi...
- BSE shares slip 3% after exchange flags CAS-driven volume declineBSE shares fell dropped on Wednesday after the exchange acknowledged that the newly introduced Closing Auction Session (CAS) had contribute...
- NSE, BSE equity derivatives turnover hits multi-month low in August amid CAS volatilityAugust saw a significant dip in equity derivatives turnover on the NSE and BSE, reaching multi-month lows. Analysts connect this downturn t...
- India may have found the key to unlock its $5 trillion sleeping fortuneIndia plans to revamp its Gold Monetisation Scheme by involving jewellers, aiming to unlock household gold holdings estimated at 25,000-50,...
- Pharma mutual funds top return charts across horizons. Should investors chase the rally or stay cautious?Pharma mutual funds are leading returns in CY2026, driven by strong earnings, defensive demand, and US export growth. Despite recent outper...
- A $2.5 billion FII buying has domestic investors asking: Is foreign money shifting to India?Foreign investors bought Indian equities in July after significant selling periods. This return follows easing geopolitical concerns and im...
- GST to benefit industry, individuals and investors: Rajesh Kothari, AlfAccurate AdvisorsWe are more positive from our portfolio perspective on consumer as a theme rather than industrial as a theme
- Not bullish on metal stocks: Rajesh Kothari, AlfAccurate AdvisorsIf 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...
- Government is going to be the biggest positive trigger for the market: Rajesh Kothari, Managing Director, AlfAccurate AdvisorsIn an interview with ET Now,Rajesh Kothari, Managing Director, AlfAccurate Advisors, shares his views on markets in 2012.
- Wait and watch for the market: Rajesh Kothari“...mind you in next 3 months you would have the Europe uncertainty, you would have US uncertainty.”
- Bullish on OMC companies: Rajesh KothariYou should be little big overweight on OMC companies primarily because valuations are in your favour.
- Nifty showing weak trends on global woes: Rajesh KothariIn a chat with ET Now, Rajesh Kothari, Managing Director, AlfAccurate Advisors, shares views on market outlook.
- Consumer stocks will pay-off in the long term: Rajesh Kothari"We are positive more to the defensive sectors like FMCG and pharmaceutical sectors in particular."
- Be stock selective in the infrastructure sector: Rajesh Kothari"All these companies have not received orders from last 6-12 months and, therefore, they all are hungry to fill their order books and, ther...
- Bearish on tyre companies: Rajesh Kothari, AlfAccurate AdvisorsThere 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 metal as a basket: Rajesh Kothari, MD, AlfAccurateRajesh 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, AlfAccurateRajesh Kothari, Managing Director, AlfAccurate Advisors, in an interview with ET Now talks about the prospect of banking stocks.
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