Rajesh Kothari sees auto ancillaries, AI and healthcare opportunities
In short
Rajesh Kothari said he sees chances in auto ancillaries, some AI stocks and healthcare after the market correction.
He pointed to higher vehicle content, premium cars and exports as reasons for auto ancillary names, and said some AI stocks look cheaper after a sharp fall. The report does not name the stocks or say when to buy.
What the reporting says
Rajesh Kothari highlighted auto ancillary companies, select AI stocks and healthcare as areas of opportunity after a market correction. The CNBC TV18 summary says he likes auto ancillaries for rising vehicle content, premiumisation and export opportunities, while some AI stocks look attractive after a sharp fall. The reporting does not identify the stocks, valuation levels or any timing for buying.
Why it matters
Rajesh Kothari pointed to auto ancillaries, select AI names and healthcare as investment areas after a market correction. The summary says auto ancillary firms are benefiting from higher vehicle content, premiumisation and export opportunities, while some AI stocks have become attractive after a sharp correction. No specific companies or price levels were given. The piece is a market view, not a transaction or company announcement.