Positive impactResults
Auto ancillaries to AI: Where Rajesh Kothari sees investment opportunities after market correction
CNBC-TV18 1 hr ago·2 Nov 2026, 11:30 am
Following a recent market correction, investors are looking for sectors that have become more attractive. Rajesh Kothari suggests that auto ancillary companies are a key area of interest. These companies are benefiting from a shift in the automotive industry towards higher vehicle content, a trend driven by premiumisation, and growing export opportunities.
Beyond the auto sector, Kothari has identified select artificial intelligence (AI) stocks as having become more appealing after a sharp price decline. He also highlights the healthcare sector, specifically focusing on companies that are expected to deliver sustained earnings growth.
For investors, the key takeaway is to look beyond the immediate volatility. The focus should be on identifying companies that offer strong long-term fundamentals and are positioned to benefit from structural industry trends.
Excerpt from CNBC-TV18
Published On Nov 2, 2026 | 17:00 IST Last Updated On Nov 2, 2026 | 17:00 IST 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…Read the original at CNBC-TV18
Key takeaways
- Category: Results.
- AI reads the tone as positive (potentially bullish) for the stock.
- Assessed as a significant, market-relevant update.
Why it matters
A meaningful update worth tracking. The tone is positive — historically associated with upward pressure, though not predictive. Use the price and stock snapshot to gauge how the market is responding.
