ETMarkets AIF Talk | Aerospace, electronics, CDMO, auto ancillaries: Where Rajesh Kothari sees India’s next growth opportunities
Rajesh Kothari, Founder and Managing Director at AlfAccurate Advisors, believes the investment opportunity in India is expanding at the sector and company level. His focus remains on businesses with sustainable growth, strong fundamentals and valuations that make investment sense, rather than simply chasing the next popular theme.
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.
