It is a classic paradox as companies with high debt, low return of equity (ROE), and historic negative earnings growth has done better than companies with robust financials.
Rajesh Kothari of AlfAccurate Advisors is of the view that one may look at Shankara Building Products.
In an interview to CNBC-TV18 Rajesh Kothari of AlfAccurate Advisors shared his reading and outlook on the market.
Watch the interview of Sudarshan Sukhani, Ashwani Gujral, Mitessh Thakkar, Prakash Gaba, Rajesh Kothari and Yogesh Mehta with Anuj Singhal, Latha Venkatesh and Sonia Shenoy on CNBC-TV18.
On the upcoming third quarter FY17 results, Rajesh Kothari of AlfAccurate Advisors expects a muted show, particularly for domestic leaned companies. He cautions against keeping high hopes for the fourth quarter either.
Rajesh Kothari of AlfAccurate Advisors has a positive view on passenger car industry including Maruti Suzuki.
Rajesh Kothari, Managing Director at AlfAccurate Advisors has a bullish stance on Ipca Laboratories and feels that earnings growth can be very strong over the next 2-3 years.
Rajesh Kothari, Managing Director at AlfAccurate Advisors is of the view that one may see 15-20 percent upside in Bharat Forge.
Rajesh Kothari, Managing Director of AlfAccurate Advisors says Indian companies catering to the international markets like some pharma, auto ancillary and IT stocks will make a great buy as their valuations are very reasonable.
With the roll-out of the demonetisation scheme and global factors like Italy referendum, markets are choppy. But, this is the time to repose trust in good stocks and build a solid portfolio. CNBC-TV18's new show 'Get Rich' educates investors on how to manage money like a pro and be financially independent.
The long-term India story still remains intact although in the short-term there could be some impact due to demonetisation, adding that over the longer term India would be a more structurally stronger story, said Rajesh Kothari, Managing Director, Alfaccurate Advisors.
Rajesh Kothari of AlfAccurate Advisors is positive on consumer durable space.
Talking on the market movement, Ashwani Gujral said the markets may open in the lows but are likely to rally in later half of the trading sessions in coming days.
Rajesh Kothari of AlfAccurate Advisors is of the view that Motherson Sumi is a good long term bet.
In a ‘Bull vs Bear‘ debate on Infosys, Mehraboon Irani of Nirmal Bang and Rajesh Kothari of Alfaccurate Advisors shared their views on CNBC-TV18.
Rajesh Kothari, Managing Director at AlfAccurate Advisors is of the view that one may prefer ITD Cementation and feels that PSU banks look interesting.
Rajesh Kothari, Managing Director at AlfAccurate Advisors is of the view that one may prefer Satin Creditcare Network.
Ajay Bagga says, valuations look good but there is a no catalyst to buy, so it is better to wait out for this global volatility to subside and more importantly, for the Fed decision before entering into the market.
Rajesh Kothari - Managing Director at AlfAccurate Advisors is of the view that one may prefer Cipla.
Rajesh Kothari - Managing Director at AlfAccurate Advisors recommends adding quality private sector banks and non-banking financial companies like HDFC to the portfolio.
Investor Camp heads to Pune where CNBC-TV18‘s Sonia Shenoy and Rajesh Kothari, the Managing Director of AlfAccurate Advisors discussed if there is still a great opportunity for long-term retail investors to buy in.
Rajesh Kothari, MD, AlfAccurate Advisors advises holding ICICI Bank, SBI, Shriram Transport, HDFC Bank and Repco Home Finance.
According to Rajesh Kothari, MD, AlfAccurate Advisors, capital goods space will be one of the heavy sector equivalents to auto and auto ancillaries. He advises holding Larsen & Toubro, Hitachi and Cummins India.
Rajesh Kothari, MD, AlfAccurate Advisors prefers Sundaram Fasteners and Gabriel over commercial vehicle stocks.
Rajesh Kothari, MD, AlfAccurate Advisors advises holding Cadila Healthcare, Torrent Pharma, Infosys, HCL Tech and TCS.