PPFAS’ Rajeev Thakkar: Auto Electrification & GST Cuts Boost Growth; Equity Still Long-Term Play　 #ETNOW

Rajeev Thakkar of Parag Parikh Flexi Cap Fund (AUM ₹1.19L Cr, NAV ₹93.20 as of Oct 14, 2025) holds 20-25% cash due to valuations, not global risks. Bullish on auto transitions (SUVs, EVs, efficiency levers) despite tech gaps; favors large private banks for growth amid near-term margins pressure. SIPs don’t drain deposits—money recirculates.

#rajeevthakkar #ppfas #valueinvesting #autosector #privatebanks #sipflows #indianmarkets #diwaliwithetnow #muhurattrading #muhurattradingwithetnow #fy27outlook

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