Chevron targets Argentina, Mediterranean for LNG growth, eyes India deal
Chevron plans to expand its global gas portfolio across Argentina, the East Mediterranean, Australia and Africa
Rajesh Kothari, Founder and Managing Director of AlfAccurate Advisors, discusses India's next growth opportunities in aerospace, electronics, CDMO, auto ancillaries, niche capital goods, and platform companies. While valuations have risen, Kothari identifies attractive opportunities across sectors with sustainable growth, strong fundamentals, and reasonable valuations.
He emphasizes the importance of risk management and balancing growth potential with valuation, business quality, and margin of safety. Kothari's funds have outperformed benchmarks across various time frames, with their mid- and small-cap strategy delivering strong returns even during challenging market conditions. The GEMS Fund, which focuses on exceptional businesses with sustainable growth, is valued higher than the broader market, but Kothari justifies this by assessing the business cycle and growth potential.
Written by urgent.news from The Economic Times - Top News's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
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