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Stock picking: 3 factors that are driving Rahul Rathi’s investment strategy
Rahul Rathi, Chairman & Fund Manager at Purnartha PMS, emphasizes their investment strategy focusing on volume growth, operating margin expansion, and valuation. The strategy shift accounts for changes in the interest rate environment. Key investments include GAIL, Bajaj Finance, and HDFC Bank. They aim for steady returns through a consistent, data-driven approach.