Auto ancillaries to AI: Where Rajesh Kothari sees investment opportunities after market correction
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- ✓Rajesh Kothari of AlfAccurate Advisors sees investment potential in auto ancillaries, AI, and healthcare after recent market corrections.
- ✓He said, "Auto ancillaries are benefiting from a combination of industry consolidation, technology leadership and rising content per vehicle." These sectors offer growth through premiumisation, export opportunities, and strong structural demand drivers.
Story at a Glance
- Category
- MARKET
- Reported By
- cnbctv18
- Reading Speed
- 5 Minute(s)
- Market Focus
- India Economy
Auto ancillary companies are benefiting from rising vehicle content, premiumisation and export opportunities, while select AI stocks have become attractive after a sharp correction. Rajesh Kothari also sees potential in healthcare, with a focus on companies offering sustained earnings growth.
The correction in mid- and small-cap stocks over the past few weeks could be creating fresh investment opportunities across sectors, with auto ancillaries emerging as one of the more promising themes, according to Rajesh Kothari, Managing Director of AlfAccurate Advisors.
In an interview with CNBC-TV18, Kothari identified auto ancillaries, artificial intelligence (AI) and healthcare as sectors where he sees potential. While improving valuations have made select stocks attractive again, he believes the opportunity in auto ancillaries is backed by several structural growth drivers, ranging from premiumisation and technology adoption to export opportunities.
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