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Why India's mid & smallcaps are outrunning Nifty 50 & where to invest now? Rajesh Kothari explainsIndian mid and smallcap stocks are surging ahead of largecaps. This divergence is driven by robust earnings. Many mid and smallcap firms ar...- MFs lap up these 3 new-age technology stocks in May; have fortunes changed?New-age technology companies such as Zomato, FSN E-Commerce, and PB Fintech were among the top investment picks for mutual funds in May. De...
- 3 themes Rajesh Kothari is bullish on for 1-2 yearsIt is always a bottom up, so we have a combination of top-down and bottom-up so these are the three sectors from top-down perspective and w...
- Unlucky PSU stocks! More than 50% cos languish ahead of Budget, shows 10-year historyThe government has been unable to proceed with the strategic disinvestment of Bharat Petroleum Corp, Container Corporation of India, and Sh...
- Expect 2023 to be a stable year with a lot of bottom-up opportunities: Rajesh Kothari“2023 was an overall good year. We expect a good stable year and from here, a lot of bottom up opportunities will come up in India across v...
- Rajesh Kothari on what he added to his portfolio in last 4-5 months“Nifty has shown about 15% compounded earnings growth compared to the first quarter of 2019. If I look at my portfolio, each of our product...
- Contrarian LIC tweaked market strategy in Q2: Check out its latest buysData showed LIC increased stakes in Lupin, Alkem Laboratories and Pfizer in Q2. These stocks advanced up to 24 per cent during the quarter.
- 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.
- Personal security may be a new sunrise sector, but scale and execution are criticalTypically, smaller outfits that have fewer people on the payroll and employ security personnel on contract enjoy higher margins.
- 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.
- Betting on consumer goods for next 3-5 years: Rajesh Kothari, AlfAccurate AdvisorsAs far as cyclicals go, significant improvement will be seen only from second half.
- Consolidation does not mean telecom majors get back pricing power soon: Rajesh Kothari, AlfAccuratePrivate banks will continue to do well considering there is going to be 20-25% probably loan book growth, says Kothari.
- Metal is not going to be a structural play: Rajesh Kothari, AlfAccurate Advisors“This year’s significant outperformance is due to last year’s significant underperformance in metal and commodities”
- Market share, market size and margin of safety decide our investment: Rajesh Kothari, AlfAccurate AdvisorsThe stock we like is among the probably leading player in its own sector, maybe probably within top five players in its own sector
- Cement is going to be performer over next 3 years: Rajesh Kothari, AlfAccurate AdvisorsThere are only a few industries in India which can probably report healthy double-digit volume growth like the segments where Whirlpool and...
- Range bound markets have always offered many individual opportunities: Rajesh Kothari, AlfAccurate Advisors"We have seen that whenever the markets are range bound, many individual stocks have even offered as high as 30-40 per cent upside."
- 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 action still not in favour of markets: AlfAccurate AdvisorsIn an interview with ET Now, Rajesh Kothari, Managing Director, AlfAccurate Advisors, gives his views on the market. Excerpts:
- Bearish on the metal sector: AlfAccurate AdvisorsAs 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...
- Bullish on FMCG sector: Rajesh Kothari, AlfAccurate AdvisorsIn FMCG companies, you will continue to see them meeting the street numbers, whether it is Hindustan Lever, whether it is Nestle or whether...
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