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Rajesh Kothari Urges Investors to Go All In on Equities for Strong 3-5 Year Returns
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CNBC TV18•15-10-2026, 16:19
Rajesh Kothari Urges Investors to Go All In on Equities for Strong 3-5 Year Returns
- •Rajesh Kothari, Managing Director of AlfAccurate Advisors, recommends going all in on equities, predicting strong returns over the next three to five years.
- •Despite flat market indices over the past two years, strong economic fundamentals, improving earnings, and reasonable valuations support a positive outlook.
- •FII selling is largely company-specific rather than a negative stance on India, with gross foreign purchases remaining robust over the past year.
- •Key preferred sectors include electronics manufacturing services, aerospace, contract manufacturing, banking, specialty chemicals, and platform businesses.
- •Selective stock picking is crucial, as only a small percentage of mid-cap and small-cap companies maintain consistent high growth rates.
Key Questions Answered
Rajesh Kothari expects Indian equities to deliver reasonably strong returns over the next three to five years, driven by improving earnings growth, resilient economic fundamentals, and reasonable valuations.
AlfAccurate Advisors favors sectors such as electronics manufacturing services (EMS), aerospace, contract development and manufacturing organisations (CDMOs), auto ancillaries, banking, financial services, specialty chemicals, and consumer discretionary businesses.
Rajesh Kothari noted that foreign institutional investor selling is more company-specific than country-specific, with foreign investors reducing exposure to underperforming companies rather than holding a negative view of India.
