IPL Portfolio: Picking stocks like selecting a cricket team, says Arvind Kothari

Arvind Kothari draws parallels between crafting investment portfolios and selecting cricket teams, advocating a mix of specialists, all-rounders, and x-factor options to navigate market dynamics and outperform the competition. "Our investment portfolio primarily focuses on high-growth sectors that have significant potential for future growth and are expected to perform well, such as Make in India, Recycling Trends, Energy Transition, Consumption, and Defense, among others."